Commonwealth Equity Services
AVBC

Commonwealth Equity Services’s Avidia Bancorp AVBC Stock Holding History

Commonwealth Equity 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 		$1.5M Buy
76,181
+7,337
+11% +$135K ﹤0.01% 2256
2025
Q4 		$1.16M Buy
68,844
+15,500
+29% +$243K ﹤0.01% 2454
2025
Q3 		$797K Buy
+53,344
New +$807K ﹤0.01% 2771

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

Commonwealth Equity Services's AVBC Position: Q1 2026 in Review

Commonwealth Equity Services increased its Avidia Bancorp (AVBC) stake by 11% in Q1 2026, buying an estimated $135K and bringing the position to 76,181 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2256.

Commonwealth Equity Services first reported a position in AVBC in Q3 2025 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold AVBC as of Q1 2026.

  • Commonwealth Equity Services held 76,181 shares of Avidia Bancorp worth $1.5M as of Q1 2026.
  • Commonwealth Equity Services bought 7,337 Avidia Bancorp shares in Q1 2026, an estimated $135K.
  • Avidia Bancorp made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2256 holding.
  • Commonwealth Equity Services first reported a position in Avidia Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held Avidia Bancorp as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.