Diversified Trust’s Avidia Bancorp AVBC Stock Holding History

Diversified Trust’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	$297K	Buy	+13,771	New	+$297K	0.01%	857

Other funds holding AVBC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Diversified Trust's AVBC Position: Q3 2026 in Review

Diversified Trust opened a new position in Avidia Bancorp (AVBC) in Q3 2026: 13,771 shares worth $297K. The stake represents 0.01% of the portfolio and ranks #857 among its holdings.

27 funds tracked by Wall St. Rank hold AVBC as of Q3 2026.

Diversified Trust held 13,771 shares of Avidia Bancorp worth $297K as of Q3 2026.
Avidia Bancorp was a new Diversified Trust position in Q3 2026.
Avidia Bancorp made up 0.01% of Diversified Trust's portfolio in Q3 2026, its #857 holding.
27 funds tracked by Wall St. Rank held Avidia Bancorp as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.