Allworth Financial’s Avidia Bancorp AVBC Stock Holding History

Allworth Financial’s Portfolio AVBC Stock Details AVBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,738	Closed	-$34.2K	–	5464
2026 Q1	$34.2K	Hold	1,738	–	–	﹤0.01%	2600
2025 Q4	$29.2K	Buy	+1,738	New	+$27.2K	﹤0.01%	2560

Other funds holding AVBC

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allworth Financial's AVBC Position: Q2 2026 in Review

Allworth Financial sold out of Avidia Bancorp (AVBC) in Q2 2026, closing a stake of 1,738 shares — an estimated $34.2K sold.

Allworth Financial first reported a position in AVBC in Q4 2025 and held it in 2 quarters. The position peaked at $34.2K in Q1 2026. 82 funds tracked by Wall St. Rank hold AVBC as of Q2 2026.

Allworth Financial reported no remaining Avidia Bancorp position as of Q2 2026 after selling out during the quarter.
Allworth Financial sold 1,738 Avidia Bancorp shares in Q2 2026, an estimated $34.2K.
Allworth Financial first reported a position in Avidia Bancorp in Q4 2025 and held it in 2 quarters.
Allworth Financial's Avidia Bancorp position peaked at $34.2K in Q1 2026.
82 funds tracked by Wall St. Rank held Avidia Bancorp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.