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Avidia Bancorp Inc (AVBC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares430,464 from 442,624
Change-12,160 (-3%)
Value$9.3M (+$7.4K)
Filed 2026-11-06
Hennessy Advisors Inc
UNCHANGED
Shares157,000 from 157,000
Change0 (0%)
Value$3.4M (+$95.8K)
Filed 2026-10-28
Russell Investments Group, Ltd.
INCREASED
Shares90,431 from 66,077
Change+24,354 (+37%)
Value$2.0M (+$566.4K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares87,239 from 92,488
Change-5,249 (-6%)
Value$1.9M (-$57.0K)
Filed 2026-11-02
Polaris Capital Management, LLC
UNCHANGED
Shares62,600 from 62,600
Change0 (0%)
Value$1.4M (+$38.2K)
Filed 2026-10-21
Bank of New York Mellon Corp
INCREASED
Shares47,414 from 45,933
Change+1,481 (+3%)
Value$1.0M (+$60.0K)
Filed 2026-11-05
Strs Ohio
INCREASED
Shares42,800 from 3,600
Change+39,200 (+1089%)
Value$924.5K (+$848.9K)
Filed 2026-10-30
Deutsche Bank Ag\
DECREASED
Shares15,601 from 17,880
Change-2,279 (-13%)
Value$337.0K (-$38.3K)
Filed 2026-11-06
Diversified Trust Co
NEW
Shares13,771
Change+13,771
Value$297.5K
Filed 2026-11-06
Barclays PLC
INCREASED
Shares12,715 from 5,773
Change+6,942 (+120%)
Value$274.6K (+$153.5K)
Filed 2026-11-06
Rockland Trust Co
UNCHANGED
Shares12,646 from 12,646
Change0 (0%)
Value$273.2K (+$7.7K)
Filed 2026-10-05
Farther Finance Advisors, LLC
INCREASED
Shares12,024 from 12,000
Change+24 (+0%)
Value$259.7K (+$7.8K)
Filed 2026-10-08
Lynch & Associates
DECREASED
Shares9,930 from 15,206
Change-5,276 (-35%)
Value$214.5K (-$104.7K)
Filed 2026-10-13
Citigroup Inc
DECREASED
Shares6,912 from 12,106
Change-5,194 (-43%)
Value$149.3K (-$104.8K)
Filed 2026-11-04
Flagship Wealth Advisors, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$108.0K (+$3.1K)
Filed 2026-11-03
Allworth Financial LP
NEW
Shares1,738
Change+1,738
Value$36.5K
Filed 2026-11-06
State of Alaska, Department of Revenue
NEW
Shares754
Change+754
Value$16
Filed 2026-10-15
Sterling Capital Management LLC
DECREASED
Shares361 from 369
Change-8 (-2%)
Value$7.8K (+$53)
Filed 2026-10-22
Eastern Bank
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$2.7K (+$75)
Filed 2026-10-05
SJS Investment Consulting Inc.
NEW
Shares113
Change+113
Value$2.4K
Filed 2026-10-26
Gamma Investing LLC
NEW
Shares81
Change+81
Value$1.8K
Filed 2026-10-08
Physician Wealth Advisors, Inc.
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$1.4K (+$40)
Filed 2026-10-20
Bare Financial Services, Inc
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$626 (+$17)
Filed 2026-11-04
James T. Borello RIA
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$367 (+$10)
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares15
Change+15
Value$324
Filed 2026-10-21
Caitong International Asset Management Co., Ltd
NEW
Shares7
Change+7
Value$151
Filed 2026-10-29
EverSource Wealth Advisors, LLC
NEW
Shares5
Change+5
Value$108
Filed 2026-11-04
MacKenzie Financial Corp
CLOSED
Shares0 from 9,672
Change-9,672 (-100%)
Value$0 (-$203.0K)
Filed 2026-11-02
Avion Wealth
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 ($0)
Filed 2026-11-04
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 1,172,953
Change-1,172,953 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,151,670
Change-1,151,670 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 800,793
Change-800,793 (-100%)
Value—
FJ Capital Management LLC
N/A
Shares— from 497,258
Change-497,258 (-100%)
Value—
State Street Corp
N/A
Shares— from 251,299
Change-251,299 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 247,210
Change-247,210 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 149,088
Change-149,088 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 146,200
Change-146,200 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 143,822
Change-143,822 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 124,642
Change-124,642 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 123,123
Change-123,123 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 116,812
Change-116,812 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 109,562
Change-109,562 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 102,550
Change-102,550 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 86,705
Change-86,705 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 68,497
Change-68,497 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 60,567
Change-60,567 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 53,642
Change-53,642 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 47,237
Change-47,237 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 45,006
Change-45,006 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 44,696
Change-44,696 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 37,847
Change-37,847 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 36,191
Change-36,191 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 35,205
Change-35,205 (-100%)
Value—
Stilwell Value LLCA
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 34,782
Change-34,782 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 34,756
Change-34,756 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 34,157
Change-34,157 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 33,494
Change-33,494 (-100%)
Value—
Arbiter Partners Capital Management LLC
N/A
Shares— from 32,800
Change-32,800 (-100%)
Value—
Oppenheimer & Close, LLC
N/A
Shares— from 26,502
Change-26,502 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 22,689
Change-22,689 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 22,314
Change-22,314 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 21,302
Change-21,302 (-100%)
Value—
UBS Group AG
N/A
Shares— from 19,787
Change-19,787 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 17,940
Change-17,940 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 16,991
Change-16,991 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 15,420
Change-15,420 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 15,246
Change-15,246 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 14,911
Change-14,911 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 13,432
Change-13,432 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 13,160
Change-13,160 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 11,974
Change-11,974 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 11,462
Change-11,462 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 11,173
Change-11,173 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 10,837
Change-10,837 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 8,401
Change-8,401 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 6,517
Change-6,517 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 5,404
Change-5,404 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,974
Change-1,974 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 1,797
Change-1,797 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,663
Change-1,663 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 801
Change-801 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 252
Change-252 (-100%)
Value—
Quarry LP
N/A
Shares— from 157
Change-157 (-100%)
Value—
FMR LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED430,464442,624-12,160-3%$9.3M$9.3M+$7.4K2026-11-06
Hennessy Advisors Inc
UNCHANGED157,000157,00000%$3.3M$3.4M+$95.8K2026-10-28
Russell Investments Group, Ltd.
INCREASED90,43166,077+24,354+37%$1.4M$2.0M+$566.4K2026-11-06
Commonwealth Equity Services, LLC
DECREASED87,23992,488-5,249-6%$1.9M$1.9M-$57.0K2026-11-02
Polaris Capital Management, LLC
UNCHANGED62,60062,60000%$1.3M$1.4M+$38.2K2026-10-21
Bank of New York Mellon Corp
INCREASED47,41445,933+1,481+3%$964.1K$1.0M+$60.0K2026-11-05
Strs Ohio
INCREASED42,8003,600+39,200+1089%$75.6K$924.5K+$848.9K2026-10-30
Deutsche Bank Ag\
DECREASED15,60117,880-2,279-13%$375.3K$337.0K-$38.3K2026-11-06
Diversified Trust Co
NEW13,771—+13,771——$297.5K—2026-11-06
Barclays PLC
INCREASED12,7155,773+6,942+120%$121.2K$274.6K+$153.5K2026-11-06
Rockland Trust Co
UNCHANGED12,64612,64600%$265.4K$273.2K+$7.7K2026-10-05
Farther Finance Advisors, LLC
INCREASED12,02412,000+24+0%$251.9K$259.7K+$7.8K2026-10-08
Lynch & Associates
DECREASED9,93015,206-5,276-35%$319.2K$214.5K-$104.7K2026-10-13
Citigroup Inc
DECREASED6,91212,106-5,194-43%$254.1K$149.3K-$104.8K2026-11-04
Flagship Wealth Advisors, LLC
UNCHANGED5,0005,00000%$105.0K$108.0K+$3.1K2026-11-03
Allworth Financial LP
NEW1,738—+1,738——$36.5K—2026-11-06
State of Alaska, Department of Revenue
NEW754—+754——$16—2026-10-15
Sterling Capital Management LLC
DECREASED361369-8-2%$7.7K$7.8K+$532026-10-22
Eastern Bank
UNCHANGED12312300%$2.6K$2.7K+$752026-10-05
SJS Investment Consulting Inc.
NEW113—+113——$2.4K—2026-10-26
Gamma Investing LLC
NEW81—+81——$1.8K—2026-10-08
Physician Wealth Advisors, Inc.
UNCHANGED666600%$1.4K$1.4K+$402026-10-20
Bare Financial Services, Inc
UNCHANGED292900%$609$626+$172026-11-04
James T. Borello RIA
UNCHANGED171700%$357$367+$102026-10-16
Root Financial Partners, LLC
NEW15—+15——$324—2026-10-21
Caitong International Asset Management Co., Ltd
NEW7—+7——$151—2026-10-29
EverSource Wealth Advisors, LLC
NEW5—+5——$108—2026-11-04
MacKenzie Financial Corp
CLOSED09,672-9,672-100%$203.0K$0-$203.0K2026-11-02
Avion Wealth
CLOSED034-34-100%$0$0$02026-11-04
T. Rowe Price Investment Management, Inc.
N/A—1,172,953-1,172,953-100%$24.6M———
BlackRock, Inc.
N/A—1,151,670-1,151,670-100%$24.2M———
Vanguard Capital Management LLC
N/A—800,793-800,793-100%$16.8M———
FJ Capital Management LLC
N/A—497,258-497,258-100%$10.4M———
State Street Corp
N/A—251,299-251,299-100%$5.3M———
Two Sigma Investments, LP
N/A—247,210-247,210-100%$5.2M———
Morgan Stanley
N/A—149,088-149,088-100%$3.1M———
Marshall Wace, LLP
N/A—146,200-146,200-100%$3.1M———
Northern Trust Corp
N/A—143,822-143,822-100%$3.0M———
Vanguard Fiduciary Trust Co
N/A—124,642-124,642-100%$2.6M———
Vanguard Portfolio Management LLC
N/A—123,123-123,123-100%$2.6M———
Renaissance Technologies LLC
N/A—116,812-116,812-100%$2.5M———
Goldman Sachs Group Inc
N/A—109,562-109,562-100%$2.3M———
Ancora Advisors LLCA
N/A—102,550-102,550-100%$2.2M———
White Pine Capital LLC
N/A—86,705-86,705-100%$1.8M———
Franklin Resources Inc
N/A—68,497-68,497-100%$1.4M———
Charles Schwab Investment Management Inc
N/A—60,567-60,567-100%$1.3M———
Ironwood Investment Management LLC
N/A—53,642-53,642-100%$1.1M———
BNP Paribas Financial Markets
N/A—47,237-47,237-100%$991.5K———
Trexquant Investment LP
N/A—45,006-45,006-100%$944.7K———
Panagora Asset Management Inc
N/A—44,696-44,696-100%$938.2K———
JPMorgan Chase & Co
N/A—37,847-37,847-100%$800.5K———
Nuveen, LLC
N/A—36,191-36,191-100%$759.6K———
GSA Capital Partners LLP
N/A—35,205-35,205-100%$739.0K———
Stilwell Value LLCA
N/A—35,000-35,000-100%$734.7K———
Voleon Capital Management LP
N/A—34,782-34,782-100%$730.1K———
Freestone Capital Holdings, LLC
N/A—34,756-34,756-100%$729.5K———
Great OAK Capital Partners, LLC
N/A—34,157-34,157-100%$694.4K———
Bank of America Corp
N/A—33,494-33,494-100%$703.0K———
Arbiter Partners Capital Management LLC
N/A—32,800-32,800-100%$688.5K———
Oppenheimer & Close, LLC
N/A—26,502-26,502-100%$556.3K———
Millennium Management LLC
N/A—22,689-22,689-100%$476.2K———
Wells Fargo & Company
N/A—22,314-22,314-100%$468.4K———
XTX Topco Ltd
N/A—21,302-21,302-100%$447.1K———
UBS Group AG
N/A—19,787-19,787-100%$415.3K———
Citadel Advisors LLC
N/A—17,940-17,940-100%$376.6K———
Rhumbline Advisers
N/A—16,991-16,991-100%$356.6K———
Engineers Gate Manager LP
N/A—15,420-15,420-100%$323.7K———
Price T Rowe Associates Inc
N/A—15,246-15,246-100%$321.0K———
Occudo Quantitative Strategies LP
N/A—14,911-14,911-100%$313.0K———
American Century Companies Inc
N/A—13,432-13,432-100%$281.9K———
Jane Street Group, LLC
N/A—13,160-13,160-100%$276.2K———
SEI Investments Co
N/A—11,974-11,974-100%$251.3K———
Schonfeld Strategic Advisors LLC
N/A—11,462-11,462-100%$240.6K———
MetLife Investment Management, LLC
N/A—11,173-11,173-100%$234.5K———
Invesco Ltd.
N/A—10,837-10,837-100%$227.5K———
Intellus Advisors LLC
N/A—10,000-10,000-100%$209.9K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—8,401-8,401-100%$176.3K———
Vanguard Global Advisers, LLC
N/A—6,517-6,517-100%$136.8K———
New York State Common Retirement Fund
N/A—6,400-6,400-100%$134.3K———
Police & Firemen's Retirement System of New Jersey
N/A—5,404-5,404-100%$113.4K———
Tower Research Capital LLC (TRC)
N/A—1,974-1,974-100%$41.4K———
Legal & General Group Plc
N/A—1,800-1,800-100%$37.8K———
Sachetta, LLC
N/A—1,797-1,797-100%$37.7K———
Ameritas Investment Partners, Inc.
N/A—1,663-1,663-100%$34.9K———
Northwestern Mutual Wealth Management Co
N/A—1,042-1,042-100%$21.9K———
Royal Bank of Canada
N/A—801-801-100%$17.0K———
California State Teachers Retirement System
N/A—252-252-100%$5.3K———
Quarry LP
N/A—157-157-100%$3.3K———
FMR LLC
N/A—77-77-100%$1.6K———
Rialto Wealth Management, LLC
N/A—33-33-100%$693———
Showing 90 of 90 institutions