Bare Financial Services’s Avidia Bancorp AVBC Stock Holding History

Bare Financial Services’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	$609	Hold	29	–	–	﹤0.01%	1586
2026 Q1	$570	Buy	+29	New	+$533	﹤0.01%	1459

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 $3.13B AUM 77.26% 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

Bare Financial Services's AVBC Position: Q2 2026 in Review

Bare Financial Services held its Avidia Bancorp (AVBC) position steady in Q2 2026 at 29 shares worth $609. The position accounts for ﹤0.01% of the portfolio, ranked #1586.

Bare Financial Services first reported a position in AVBC in Q1 2026 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold AVBC as of Q2 2026.

Bare Financial Services held 29 shares of Avidia Bancorp worth $609 as of Q2 2026.
Bare Financial Services left its Avidia Bancorp share count unchanged in Q2 2026.
Avidia Bancorp made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1586 holding.
Bare Financial Services first reported a position in Avidia Bancorp in Q1 2026 and has held it in 2 quarters since.
82 funds tracked by Wall St. Rank held Avidia Bancorp as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.