Commonwealth Equity Services
AVBC icon

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
Q3 		$1.88M Sell
87,239
-5,249
-6% -$113K ﹤0.01% 2097
2026
Q2 		$1.94M Buy
92,488
+16,307
+21% +$326K ﹤0.01% 2140
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Commonwealth Equity Services's AVBC Position: Q3 2026 in Review

Commonwealth Equity Services reduced its Avidia Bancorp (AVBC) stake by 5.7% in Q3 2026, selling an estimated $113K and leaving 87,239 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #2097.

Commonwealth Equity Services first reported a position in AVBC in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.94M in Q2 2026. 27 funds tracked by Wall St. Rank hold AVBC as of Q3 2026.

  • Commonwealth Equity Services held 87,239 shares of Avidia Bancorp worth $1.88M as of Q3 2026.
  • Commonwealth Equity Services sold 5,249 Avidia Bancorp shares in Q3 2026, an estimated $113K.
  • Avidia Bancorp made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #2097 holding.
  • Commonwealth Equity Services first reported a position in Avidia Bancorp in Q3 2025 and has held it in 5 quarters since.
  • Commonwealth Equity Services's Avidia Bancorp position peaked at $1.94M in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Avidia Bancorp as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.