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Avidia Bancorp Inc (AVBC)

CUSIP: 05369T100 | NYSE | Financial Services · Banks - Regional | Small Cap | 109 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Geode Capital Management, LLC430,464
0.0% of portfolio›$9.3M
Hennessy Advisors Inc157,000
0.1% of portfolio›$3.4M
Russell Investments Group, Ltd.90,431
0.0% of portfolio›$2.0M
Commonwealth Equity Services, LLC87,239
0.0% of portfolio›$1.9M
Polaris Capital Management, LLC62,600
0.1% of portfolio›$1.4M
Bank of New York Mellon Corp47,414
0.0% of portfolio›$1.0M
Strs Ohio42,800
0.0% of portfolio›$924.5K
Deutsche Bank Ag\15,601
0.0% of portfolio›$337.0K
Diversified Trust Co13,771
0.0% of portfolio›$297.5K
Barclays PLC12,715
0.0% of portfolio›$274.6K
Rockland Trust Co12,646
0.0% of portfolio›$273.2K
Farther Finance Advisors, LLC12,024
0.0% of portfolio›$259.7K
Lynch & Associates9,930
0.0% of portfolio›$214.5K
Citigroup Inc6,912
0.0% of portfolio›$149.3K
Flagship Wealth Advisors, LLC5,000
0.0% of portfolio›$108.0K
Allworth Financial LP1,738
0.0% of portfolio›$36.5K
State of Alaska, Department of Revenue754
0.0% of portfolio›$16
Sterling Capital Management LLC361
0.0% of portfolio›$7.8K
Eastern Bank123
0.0% of portfolio›$2.7K
SJS Investment Consulting Inc.113
0.0% of portfolio›$2.4K
Gamma Investing LLC81
0.0% of portfolio›$1.8K
Physician Wealth Advisors, Inc.66
0.0% of portfolio›$1.4K
Bare Financial Services, Inc29
0.0% of portfolio›$626
James T. Borello RIA17
0.0% of portfolio›$367
Root Financial Partners, LLC15
0.0% of portfolio›$324
Caitong International Asset Management Co., Ltd7
0.0% of portfolio›$151
EverSource Wealth Advisors, LLC5
0.0% of portfolio›$108
StyleTurnoverLocationFiled
Geode Capital Management, LLC
430,464$9.3M0.0%IndexVery LowBoston, MA2026-11-06
Hennessy Advisors Inc
157,000$3.4M0.1%Deep ValueMediumNovato, CA2026-10-28
Russell Investments Group, Ltd.
90,431$2.0M0.0%CoreLowSeattle, WA2026-11-06
Commonwealth Equity Services, LLC
87,239$1.9M0.0%ETFLowWaltham, MA2026-11-02
Polaris Capital Management, LLC
62,600$1.4M0.1%Deep ValueLowBoston, MA2026-10-21
Bank of New York Mellon Corp
47,414$1.0M0.0%CoreLowNew York, NY2026-11-05
Strs Ohio
42,800$924.5K0.0%CoreMediumColumbus, OH2026-10-30
Deutsche Bank Ag\
15,601$337.0K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Diversified Trust Co
13,771$297.5K0.0%CoreLowMemphis, TN2026-11-06
Barclays PLC
12,715$274.6K0.0%CoreMediumLondon, United Kingdom2026-11-06
Rockland Trust Co
12,646$273.2K0.0%CoreLowHanover, MA2026-10-05
Farther Finance Advisors, LLC
12,024$259.7K0.0%IndexLowSan Francisco, CA2026-10-08
Lynch & Associates
9,930$214.5K0.0%CoreVery LowEvansville, IN2026-10-13
Citigroup Inc
6,912$149.3K0.0%CoreMediumNew York, NY2026-11-04
Flagship Wealth Advisors, LLC
5,000$108.0K0.0%ETFLowWakefield, MA2026-11-03
Allworth Financial LP
1,738$36.5K0.0%IndexLowFolsom, CA2026-11-06
State of Alaska, Department of Revenue
754$160.0%CoreVery LowJuneau, AK2026-10-15
Sterling Capital Management LLC
361$7.8K0.0%GARPMediumCharlotte, NC2026-10-22
Eastern Bank
123$2.7K0.0%GrowthMediumBoston, MA2026-10-05
SJS Investment Consulting Inc.
113$2.4K0.0%ETFVery LowSylvania, OH2026-10-26
Gamma Investing LLC
81$1.8K0.0%IndexVery LowFoster City, CA2026-10-08
Physician Wealth Advisors, Inc.
66$1.4K0.0%ETFMediumMidvale, UT2026-10-20
Bare Financial Services, Inc
29$6260.0%ETFVery LowGap, PA2026-11-04
James T. Borello RIA
17$3670.0%ETFVery LowEast Dundee, IL2026-10-16
Root Financial Partners, LLC
15$3240.0%ETFMediumEncinitas, CA2026-10-21
Caitong International Asset Management Co., Ltd
7$1510.0%GrowthVery HighHong Kong, South Korea2026-10-29
EverSource Wealth Advisors, LLC
5$1080.0%CoreMediumBirmingham, AL2026-11-04