HAI
AVBC

Hennessy Advisors Inc’s Avidia Bancorp AVBC Stock Holding History

Hennessy Advisors Inc’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 		$3.3M Buy
157,000
+2,000
+1% +$39.9K 0.11% 190
2026
Q1 		$3.05M Buy
155,000
+60,000
+63% +$1.1M 0.11% 184
2025
Q4 		$1.6M Buy
95,000
+55,000
+138% +$862K 0.06% 240
2025
Q3 		$598K Buy
+40,000
New +$605K 0.02% 264

Other funds holding AVBC

GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Hennessy Advisors Inc's AVBC Position: Q2 2026 in Review

Hennessy Advisors Inc increased its Avidia Bancorp (AVBC) stake by 1.3% in Q2 2026, buying an estimated $39.9K and bringing the position to 157,000 shares worth $3.3M. The position accounts for 0.11% of the portfolio, ranked #190.

Hennessy Advisors Inc first reported a position in AVBC in Q3 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold AVBC as of Q2 2026.

  • Hennessy Advisors Inc held 157,000 shares of Avidia Bancorp worth $3.3M as of Q2 2026.
  • Hennessy Advisors Inc bought 2,000 Avidia Bancorp shares in Q2 2026, an estimated $39.9K.
  • Avidia Bancorp made up 0.11% of Hennessy Advisors Inc's portfolio in Q2 2026, its #190 holding.
  • Hennessy Advisors Inc first reported a position in Avidia Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 7 funds tracked by Wall St. Rank held Avidia Bancorp as of Q2 2026.

Based on Hennessy Advisors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.