Avidia Bancorp, Inc.
AVBC- Exchange
- NYSE
- Industry
- Savings Institutions, Not Federally Chartered
- SEC CIK
- 0002058758
In the last 90 days, Avidia Bancorp, Inc. insiders filed 8 open-market purchases and 0 sales; 81 institutions reported holding it in 13F filings for Q2 2026, worth $149.7M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Avidia Bancorp, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 66
- +14 vs. Q4 2025
- Shares held
- 6.47M
- +1.64M (+33.8%) vs. Q4 2025
- Total value
- $126.9M
- +$45.6M (+56.2%) vs. Q4 2025
- New holders
- 20
- 20 more added
- Sold out
- 6
- 11 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AVBC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 81 | $149.7M |
| Q1 2026 | 66 | $126.9M |
| Q4 2025 | 53 | $97.9M |
| Q3 2025 | 37 | $84.7M |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Avidia Bancorp, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 34 | $0 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 29 | $570 | 0.00% | +29 | New |
| Rialto Wealth Management, LLC | 33 | $650 | 0.00% | +33 | New |
| UMA Financial Services, Inc. | 66 | $1.30K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 77 | $1.51K | 0.00% | +77 | New |
| Eastern Bank | 123 | $2.42K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 357 | $8.00K | 0.00% | +88+32.7% | Added |
| Allworth Financial LP | 1,738 | $34.2K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,223 | $122.4K | 0.00% | +10.0% | Added |
| Vanguard Global Advisers, LLC | 6,517 | $128.2K | 0.00% | +6,517 | New |
| State of Wyoming | 8,071 | $158.8K | 0.02% | −9,539−54.2% | Reduced |
| Charles Schwab Investment Management Inc | 10,000 | $196.7K | 0.00% | 00.0% | Unchanged |
| Intellus Advisors LLC | 10,000 | $196.7K | 0.03% | 00.0% | Unchanged |
| Barclays PLC | 10,835 | $213.1K | 0.00% | +10,835 | New |
| Hudson Bay Capital Management LP | 12,002 | $236.1K | 0.00% | +12,002 | New |
| Farther Finance Advisors, LLC | 12,000 | $237.4K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 12,428 | $244.5K | 0.00% | +944+8.2% | Added |
| Engineers Gate Manager LP | 12,607 | $248.0K | 0.00% | +12,607 | New |
| Rockland Trust Co | 12,646 | $248.7K | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 12,747 | $250.7K | 0.00% | +12,747 | New |
| HRT Financial LP | 13,090 | $257.0K | 0.00% | +13,090 | New |
| Maltese Capital Management LLC | 13,500 | $265.5K | 0.05% | −24,750−64.7% | Reduced |
| Citigroup Inc | 14,505 | $285.3K | 0.00% | −7,978−35.5% | Reduced |
| Lynch & Associates | 15,206 | $299.1K | 0.06% | 00.0% | Unchanged |
| Citadel Advisors LLC | 15,380 | $302.5K | 0.00% | +15,380 | New |
| Point72 Asset Management, L.P. | 17,577 | $345.7K | 0.00% | −1,927−9.9% | Reduced |
| Deprince Race & Zollo Inc | 20,296 | $399.2K | 0.01% | +20,296 | New |
| UBS Group AG | 20,296 | $399.2K | 0.00% | −5,286−20.7% | Reduced |
| Voleon Capital Management LP | 25,868 | $508.8K | 0.01% | +25,868 | New |
| Trexquant Investment LP | 26,049 | $512.4K | 0.00% | +26,049 | New |
| Qube Research & Technologies Ltd | 26,195 | $515.3K | 0.00% | +26,195 | New |
| Oppenheimer & Close, LLC | 26,502 | $521.3K | 0.33% | 00.0% | Unchanged |
| Bank of America Corp | 26,512 | $521.5K | 0.00% | +18,163+217.5% | Added |
| Arbiter Partners Capital Management LLC | 32,800 | $645.2K | 0.44% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 34,754 | $683.6K | 0.02% | +30.0% | Added |
| Great Oak Capital Partners, LLC | 34,155 | $691.6K | 0.16% | −953−2.7% | Reduced |
| Polaris Capital Management, LLC | 40,000 | $786.8K | 0.06% | 00.0% | Unchanged |
| Stilwell Value LLC | 40,000 | $786.8K | 0.47% | 00.0% | Unchanged |
| Northern Trust Corp | 40,190 | $790.5K | 0.00% | −1,660−4.0% | Reduced |
| BNP Paribas Arbitrage, SA | 40,289 | $792.5K | 0.00% | +1,609+4.2% | Added |
| Jane Street Group, LLC | 42,713 | $840.2K | 0.00% | +27,239+176.0% | Added |
| Renaissance Technologies LLC | 43,300 | $851.7K | 0.00% | +31,100+254.9% | Added |
| Schonfeld Strategic Advisors LLC | 47,539 | $935.1K | 0.01% | +47,539 | New |
| Ironwood Investment Management LLC | 53,635 | $1.05M | 0.44% | −551−1.0% | Reduced |
| JPMorgan Chase & Co | 58,302 | $1.12M | 0.00% | +16,229+38.6% | Added |
| Susquehanna International Group, LLP | 58,859 | $1.16M | 0.00% | +58,859 | New |
| State Street Corp | 62,922 | $1.24M | 0.00% | +7,800+14.2% | Added |
| Ancora Advisors, LLC | 75,390 | $1.48M | 0.03% | +75,390 | New |
| Commonwealth Equity Services, LLC | 76,181 | $1.50M | 0.00% | +7,337+10.7% | Added |
| Franklin Resources Inc | 76,298 | $1.50M | 0.00% | −200−0.3% | Reduced |
| Russell Investments Group, Ltd. | 76,897 | $1.51M | 0.00% | +76,897 | New |
| White Pine Capital LLC | 90,693 | $1.78M | 0.49% | +58,504+181.8% | Added |
| Goldman Sachs Group Inc | 97,999 | $1.93M | 0.00% | +32,825+50.4% | Added |
| Marshall Wace, LLP | 100,982 | $1.99M | 0.00% | +21,985+27.8% | Added |
| Alliancebernstein L.P. | 134,876 | $2.27M | 0.00% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 116,298 | $2.29M | 0.00% | +116,298 | New |
| Morgan Stanley | 123,925 | $2.44M | 0.00% | +35,789+40.6% | Added |
| Hennessy Advisors Inc | 155,000 | $3.05M | 0.11% | +60,000+63.2% | Added |
| Two Sigma Investments, LP | 211,122 | $4.15M | 0.00% | +53,000+33.5% | Added |
| Geode Capital Management, LLC | 219,905 | $4.33M | 0.00% | +23,050+11.7% | Added |
| BlackRock, Inc. | 276,514 | $5.44M | 0.00% | −2,346−0.8% | Reduced |
| Millennium Management LLC | 323,030 | $6.35M | 0.00% | +252,577+358.5% | Added |
| FJ Capital Management LLC | 497,258 | $9.78M | 1.10% | 00.0% | Unchanged |
| Wellington Management Group LLP | 778,436 | $15.3M | 0.00% | −29,899−3.7% | Reduced |
| Vanguard Capital Management LLC | 821,976 | $16.2M | 0.00% | +821,976 | New |
| T. Rowe Price Investment Management, Inc. | 1,197,758 | $23.6M | 0.02% | +31,633+2.7% | Added |
| M3F, Inc. | 0 | $0 | 0.00% | −222,361−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −49,500−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −34,824−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −13,492−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| Flagship Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |