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, Q2 2026
Institutional positions in Avidia Bancorp, Inc. as of Jun 30, 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
- 81
- +15 vs. Q1 2026
- Shares held
- 7.13M
- +660.7K (+10.2%) vs. Q1 2026
- Total value
- $149.7M
- +$22.8M (+18.0%) vs. Q1 2026
- New holders
- 27
- 27 more added
- Sold out
- 12
- 13 more reduced
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Avidia Bancorp, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 34 | $0 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 29 | $609 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 33 | $693 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 66 | $1.39K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 77 | $1.62K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 123 | $2.58K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 157 | $3.29K | 0.00% | +157 | New |
| California State Teachers Retirement System | 252 | $5.29K | 0.00% | +252 | New |
| Sterling Capital Management LLC | 369 | $7.75K | 0.00% | +369 | New |
| Royal Bank of Canada | 801 | $17.0K | 0.00% | +444+124.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,042 | $21.9K | 0.00% | +1,042 | New |
| Ameritas Investment Partners, Inc. | 1,663 | $34.9K | 0.00% | +1,663 | New |
| Sachetta, LLC | 1,797 | $37.7K | 0.02% | +1,797 | New |
| Legal & General Group Plc | 1,800 | $37.8K | 0.00% | +1,800 | New |
| Tower Research Capital LLC (TRC) | 1,974 | $41.4K | 0.00% | +1,974 | New |
| STRS Ohio | 3,600 | $75.6K | 0.00% | +3,600 | New |
| Flagship Wealth Advisors, LLC | 5,000 | $105.0K | 0.02% | +5,000 | New |
| Police & Firemen's Retirement System of New Jersey | 5,404 | $113.4K | 0.00% | +5,404 | New |
| Barclays PLC | 5,773 | $121.2K | 0.00% | −5,062−46.7% | Reduced |
| New York State Common Retirement Fund | 6,400 | $134.3K | 0.00% | +6,400 | New |
| Vanguard Global Advisers, LLC | 6,517 | $136.8K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 8,401 | $176.3K | 0.00% | +8,401 | New |
| Mackenzie Financial Corp | 9,672 | $203.0K | 0.00% | +9,672 | New |
| Intellus Advisors LLC | 10,000 | $209.9K | 0.03% | 00.0% | Unchanged |
| Invesco Ltd. | 10,837 | $227.5K | 0.00% | +10,837 | New |
| MetLife Investment Management | 11,173 | $234.5K | 0.00% | +11,173 | New |
| Schonfeld Strategic Advisors LLC | 11,462 | $240.6K | 0.00% | −36,077−75.9% | Reduced |
| SEI Investments Co | 11,974 | $251.3K | 0.00% | +11,974 | New |
| Farther Finance Advisors, LLC | 12,000 | $251.9K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 12,106 | $254.1K | 0.00% | −2,399−16.5% | Reduced |
| Rockland Trust Co | 12,646 | $265.4K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 13,160 | $276.2K | 0.00% | −29,553−69.2% | Reduced |
| American Century Companies Inc | 13,432 | $281.9K | 0.00% | +13,432 | New |
| Occudo Quantitative Strategies LP | 14,911 | $313.0K | 0.02% | +14,911 | New |
| Lynch & Associates | 15,206 | $319.2K | 0.06% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 15,246 | $321.0K | 0.00% | +15,246 | New |
| Engineers Gate Manager LP | 15,420 | $323.7K | 0.00% | +2,813+22.3% | Added |
| Rhumbline Advisers | 16,991 | $356.6K | 0.00% | +16,991 | New |
| Deutsche Bank AG | 17,880 | $375.3K | 0.00% | +17,880 | New |
| Citadel Advisors LLC | 17,940 | $376.6K | 0.00% | +2,560+16.6% | Added |
| UBS Group AG | 19,787 | $415.3K | 0.00% | −509−2.5% | Reduced |
| XTX Topco Ltd | 21,302 | $447.1K | 0.01% | +8,874+71.4% | Added |
| Wells Fargo & Company | 22,314 | $468.4K | 0.00% | +16,091+258.6% | Added |
| Millennium Management LLC | 22,689 | $476.2K | 0.00% | −300,341−93.0% | Reduced |
| Oppenheimer & Close, LLC | 26,502 | $556.3K | 0.35% | 00.0% | Unchanged |
| Arbiter Partners Capital Management LLC | 32,800 | $688.5K | 0.37% | 00.0% | Unchanged |
| Great Oak Capital Partners, LLC | 34,157 | $694.4K | 0.15% | +20.0% | Added |
| Bank of America Corp | 33,494 | $703.0K | 0.00% | +6,982+26.3% | Added |
| Freestone Capital Holdings, LLC | 34,756 | $729.5K | 0.02% | +20.0% | Added |
| Voleon Capital Management LP | 34,782 | $730.1K | 0.01% | +8,914+34.5% | Added |
| Stilwell Value LLC | 35,000 | $734.6K | 0.42% | −5,000−12.5% | Reduced |
| Gsa Capital Partners LLP | 35,205 | $739.0K | 0.05% | +35,205 | New |
| Nuveen, LLC | 36,191 | $759.6K | 0.00% | +36,191 | New |
| JPMorgan Chase & Co | 37,847 | $800.5K | 0.00% | −20,455−35.1% | Reduced |
| Panagora Asset Management Inc | 44,696 | $938.2K | 0.00% | +44,696 | New |
| Trexquant Investment LP | 45,006 | $944.7K | 0.01% | +18,957+72.8% | Added |
| Bank of New York Mellon Corp | 45,933 | $964.1K | 0.00% | +45,933 | New |
| BNP Paribas Arbitrage, SA | 47,237 | $991.5K | 0.00% | +6,948+17.2% | Added |
| Ironwood Investment Management LLC | 53,642 | $1.13M | 0.39% | +70.0% | Added |
| Charles Schwab Investment Management Inc | 60,567 | $1.27M | 0.00% | +50,567+505.7% | Added |
| Polaris Capital Management, LLC | 62,600 | $1.31M | 0.12% | +22,600+56.5% | Added |
| Russell Investments Group, Ltd. | 66,077 | $1.39M | 0.00% | −10,820−14.1% | Reduced |
| Franklin Resources Inc | 68,497 | $1.44M | 0.00% | −7,801−10.2% | Reduced |
| White Pine Capital LLC | 86,705 | $1.82M | 0.43% | −3,988−4.4% | Reduced |
| Commonwealth Equity Services, LLC | 92,488 | $1.94M | 0.00% | +16,307+21.4% | Added |
| Ancora Advisors, LLC | 102,550 | $2.15M | 0.04% | +27,160+36.0% | Added |
| Goldman Sachs Group Inc | 109,562 | $2.30M | 0.00% | +11,563+11.8% | Added |
| Renaissance Technologies LLC | 116,812 | $2.45M | 0.00% | +73,512+169.8% | Added |
| Vanguard Portfolio Management LLC | 123,123 | $2.58M | 0.00% | +123,123 | New |
| Vanguard Fiduciary Trust Co | 124,642 | $2.62M | 0.00% | +8,344+7.2% | Added |
| Northern Trust Corp | 143,822 | $3.02M | 0.00% | +103,632+257.9% | Added |
| Marshall Wace, LLP | 146,200 | $3.07M | 0.00% | +45,218+44.8% | Added |
| Morgan Stanley | 149,088 | $3.13M | 0.00% | +25,163+20.3% | Added |
| Hennessy Advisors Inc | 157,000 | $3.30M | 0.11% | +2,000+1.3% | Added |
| Two Sigma Investments, LP | 247,210 | $5.19M | 0.00% | +36,088+17.1% | Added |
| State Street Corp | 251,299 | $5.27M | 0.00% | +188,377+299.4% | Added |
| Geode Capital Management, LLC | 442,624 | $9.29M | 0.00% | +222,719+101.3% | Added |
| FJ Capital Management LLC | 497,258 | $10.4M | 1.35% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 800,793 | $16.8M | 0.00% | −21,183−2.6% | Reduced |
| BlackRock, Inc. | 1,151,670 | $24.2M | 0.00% | +875,156+316.5% | Added |
| T. Rowe Price Investment Management, Inc. | 1,172,953 | $24.6M | 0.02% | −24,805−2.1% | Reduced |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −778,436−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −134,876−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −58,859−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −26,195−100.0% | Sold out |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −20,296−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −17,577−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −13,090−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −12,747−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −12,002−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −8,071−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −1,738−100.0% | Sold out |