BFS
AVBC

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
Q1 		$570 Buy
+29
New +$533 ﹤0.01% 1459

Other funds holding AVBC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bare Financial Services's AVBC Position: Q1 2026 in Review

Bare Financial Services opened a new position in Avidia Bancorp (AVBC) in Q1 2026: 29 shares worth $570. The stake represents ﹤0.01% of the portfolio and ranks #1459 among its holdings.

66 funds tracked by Wall St. Rank hold AVBC as of Q1 2026.

  • Bare Financial Services held 29 shares of Avidia Bancorp worth $570 as of Q1 2026.
  • Avidia Bancorp was a new Bare Financial Services position in Q1 2026.
  • Avidia Bancorp made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #1459 holding.
  • 66 funds tracked by Wall St. Rank held Avidia Bancorp as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.