Intellus Advisors’s Avidia Bancorp AVBC Stock Holding History

Intellus 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	$210K	Hold	10,000	–	–	0.03%	126
2026 Q1	$197K	Hold	10,000	–	–	0.03%	121
2025 Q4	$168K	Buy	+10,000	New	+$157K	0.02%	129

Other funds holding AVBC

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Intellus Advisors's AVBC Position: Q2 2026 in Review

Intellus Advisors held its Avidia Bancorp (AVBC) position steady in Q2 2026 at 10,000 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #126.

Intellus Advisors first reported a position in AVBC in Q4 2025 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold AVBC as of Q2 2026.

Intellus Advisors held 10,000 shares of Avidia Bancorp worth $210K as of Q2 2026.
Intellus Advisors left its Avidia Bancorp share count unchanged in Q2 2026.
Avidia Bancorp made up 0.03% of Intellus Advisors's portfolio in Q2 2026, its #126 holding.
Intellus Advisors first reported a position in Avidia Bancorp in Q4 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 Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.