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
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

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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

Flagship Wealth Advisors's AVBC Position: Q1 2026 in Review

Flagship Wealth Advisors sold out of Avidia Bancorp (AVBC) in Q1 2026, closing a stake of 5,000 shares — an estimated $84K sold.

Flagship Wealth Advisors first reported a position in AVBC in Q3 2025 and held it in 2 quarters. The position peaked at $84K in Q4 2025. 66 funds tracked by Wall St. Rank hold AVBC as of Q1 2026.

  • Flagship Wealth Advisors reported no remaining Avidia Bancorp position as of Q1 2026 after selling out during the quarter.
  • Flagship Wealth Advisors sold 5,000 Avidia Bancorp shares in Q1 2026, an estimated $84K.
  • Flagship Wealth Advisors first reported a position in Avidia Bancorp in Q3 2025 and held it in 2 quarters.
  • Flagship Wealth Advisors's Avidia Bancorp position peaked at $84K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Avidia Bancorp as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.