IWC
AVBC

Integrated Wealth Concepts’s Avidia Bancorp AVBC Stock Holding History

Integrated Wealth Concepts’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 		$372K Buy
+17,738
New +$354K ﹤0.01% 1947

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

Integrated Wealth Concepts's AVBC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Avidia Bancorp (AVBC) in Q2 2026: 17,738 shares worth $372K. The stake represents ﹤0.01% of the portfolio and ranks #1947 among its holdings.

82 funds tracked by Wall St. Rank hold AVBC as of Q2 2026.

  • Integrated Wealth Concepts held 17,738 shares of Avidia Bancorp worth $372K as of Q2 2026.
  • Avidia Bancorp was a new Integrated Wealth Concepts position in Q2 2026.
  • Avidia Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1947 holding.
  • 82 funds tracked by Wall St. Rank held Avidia Bancorp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.