FWA
AVBC

Flagship Wealth Advisors’s Avidia Bancorp AVBC Stock Holding History

Flagship Wealth Advisors’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 		$105K Buy
+5,000
New +$99.8K 0.02% 200
2026
Q1 		– Sell
-5,000
Closed -$84K – 410
2025
Q4 		$84K Hold
5,000
– – 0.02% 180
2025
Q3 		$74.7K Buy
+5,000
New +$75.7K 0.02% 189

Other funds holding AVBC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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 $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Flagship Wealth Advisors's AVBC Position: Q2 2026 in Review

Flagship Wealth Advisors opened a new position in Avidia Bancorp (AVBC) in Q2 2026: 5,000 shares worth $105K. The stake represents 0.02% of the portfolio and ranks #200 among its holdings. This is a return to the name: Flagship Wealth Advisors previously reported a position in AVBC as recently as Q4 2025.

Flagship Wealth Advisors first reported a position in AVBC in Q3 2025 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold AVBC as of Q2 2026.

  • Flagship Wealth Advisors held 5,000 shares of Avidia Bancorp worth $105K as of Q2 2026.
  • Avidia Bancorp was a new Flagship Wealth Advisors position in Q2 2026.
  • Avidia Bancorp made up 0.02% of Flagship Wealth Advisors's portfolio in Q2 2026, its #200 holding.
  • Flagship Wealth Advisors first reported a position in Avidia Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 82 funds tracked by Wall St. Rank held Avidia Bancorp as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.