Avidia Bancorp, Inc. - AVBC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 993,638 | 16,703 | 0.0% | 0.0% | 1 | +2,340 | 0.24% | Q4 2025 | Jan 29, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 808,335 | 13,588 | 0.0% | 0.0% | 2 | -87,321 | -9.75% | Q4 2025 | Feb 17, 2026 |
| FJ Capital Management LLC | History | No change | 497,258 | 8,358 | 0.92% | 0.79% | 3 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 489,081 | 8,222 | 0.01% | 0.01% | 4 | -729,169 | -59.85% | Q4 2025 | Feb 19, 2026 |
| BlackRock, Inc. | History | Added to | 278,860 | 4,687 | 0.0% | 0.0% | 5 | +6,272 | 2.3% | Q4 2025 | Feb 12, 2026 |
| M3F, Inc. | History | Reduced | 222,361 | 3,738 | 1.03% | 1.39% | 6 | -106,405 | -32.36% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 196,855 | 3,310 | 0.0% | 0.0% | 7 | +3,409 | 1.76% | Q4 2025 | Feb 09, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 158,122 | 2,658 | 0.0% | 0.01% | 8 | -85,096 | -34.99% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 134,876 | 2,267 | 0.0% | 0.0% | 9 | +40,855 | 43.45% | Q4 2025 | Feb 17, 2026 |
| HENNESSY ADVISORS INC | History | Added to | 95,000 | 1,596 | 0.06% | 0.02% | 10 | +55,000 | 137.5% | Q4 2025 | Jan 27, 2026 |
| MORGAN STANLEY | History | Added to | 88,136 | 1,481 | 0.0% | 0.0% | 11 | +78,853 | 849.43% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | New | 78,997 | 1,327 | 0.0% | — | 12 | +78,997 | New | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 76,498 | 1,285 | 0.0% | 0.0% | 13 | -1,500 | -1.92% | Q4 2025 | Feb 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 70,453 | 1,184 | 0.0% | — | 14 | +70,453 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 68,844 | 1,157 | 0.0% | 0.0% | 15 | +15,500 | 29.06% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 65,174 | 1,095 | 0.0% | 0.0% | 16 | -15,086 | -18.8% | Q4 2025 | Mar 25, 2026 |
| STATE STREET CORP | History | Added to | 55,122 | 926 | 0.0% | 0.0% | 17 | +27,960 | 102.94% | Q4 2025 | Feb 13, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Reduced | 54,186 | 910 | 0.38% | 0.35% | 18 | -139 | -0.26% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 49,500 | 832 | 0.0% | 0.0% | 19 | +21,000 | 73.68% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 42,073 | 707 | 0.0% | — | 20 | +42,064 | 467377.78% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 41,850 | 703 | 0.0% | 0.0% | 21 | +3,495 | 9.11% | Q4 2025 | Feb 17, 2026 |
| Polaris Capital Management, LLC | History | No change | 40,000 | 672 | 0.06% | 0.04% | 22 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Stilwell Value LLC | History | No change | 40,000 | 672 | 0.37% | 0.26% | 23 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 38,680 | 650 | 0.0% | — | 24 | +38,680 | New | Q4 2025 | Feb 10, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Reduced | 38,250 | 642 | 0.11% | 0.11% | 25 | -9,750 | -20.31% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 34,824 | 585 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 34,751 | 584 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | New | 35,108 | 579 | 0.15% | — | 28 | +35,108 | New | Q4 2025 | Jan 06, 2026 |
| Arbiter Partners Capital Management LLC | History | New | 32,800 | 551 | 0.27% | — | 29 | +32,800 | New | Q4 2025 | Feb 12, 2026 |
| WHITE PINE CAPITAL LLC | History | New | 32,189 | 541 | 0.15% | — | 30 | +32,189 | New | Q4 2025 | Feb 09, 2026 |
| Oppenheimer & Close, LLC | History | No change | 26,502 | 445 | 0.3% | 0.27% | 31 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 25,582 | 430 | 0.0% | 0.0% | 32 | -149 | -0.58% | Q4 2025 | Jan 29, 2026 |
| CITIGROUP INC | History | New | 22,483 | 377 | 0.0% | — | 33 | +22,483 | New | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 19,504 | 327 | 0.0% | — | 34 | +19,504 | New | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | New | 17,610 | 296 | 0.03% | — | 35 | +17,610 | New | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 15,474 | 260 | 0.0% | — | 36 | +15,474 | New | Q4 2025 | Feb 12, 2026 |
| LYNCH & ASSOCIATES/IN | History | No change | 15,206 | 255 | 0.05% | 0.04% | 37 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 13,492 | 226 | 0.02% | — | 38 | +13,492 | New | Q4 2025 | Feb 17, 2026 |
| ROCKLAND TRUST CO | History | New | 12,646 | 212 | 0.01% | — | 39 | +12,646 | New | Q4 2025 | Jan 15, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 12,400 | 208 | 0.0% | — | 40 | +12,400 | New | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 12,200 | 205 | 0.0% | — | 41 | +12,200 | New | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | New | 12,000 | 201 | 0.0% | — | 42 | +12,000 | New | Q4 2025 | Jan 23, 2026 |
| XTX Topco Ltd | History | Reduced | 11,484 | 193 | 0.01% | 0.02% | 43 | -9,171 | -44.4% | Q4 2025 | Feb 17, 2026 |
| Intellus Advisors LLC | History | New | 10,000 | 168 | 0.02% | — | 45 | +10,000 | New | Q4 2025 | Feb 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 10,000 | 168 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 8,349 | 140 | 0.0% | 0.0% | 46 | +2,433 | 41.13% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 6,222 | 104 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 5,000 | 84 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 1,738 | 29 | 0.0% | — | 49 | +1,738 | New | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 269 | 5 | 0.0% | — | 50 | +269 | New | Q4 2025 | Feb 17, 2026 |
| EASTERN BANK | History | New | 123 | 2 | 0.0% | — | 51 | +123 | New | Q4 2025 | Jan 14, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 66 | 1 | 0.0% | — | 52 | +66 | New | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -118,249 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MELFA WEALTH MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.39% | — | -45,000 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Avion Wealth | History | New | 34 | 0 | — | — | — | +34 | New | Q4 2025 | Jan 23, 2026 |