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 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 $145B AUM 22.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Intellus Advisors's AVBC Position: Q1 2026 in Review

Intellus Advisors held its Avidia Bancorp (AVBC) position steady in Q1 2026 at 10,000 shares worth $197K. The position accounts for 0.03% of the portfolio, ranked #121.

Intellus Advisors first reported a position in AVBC in Q4 2025 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold AVBC as of Q1 2026.

Intellus Advisors held 10,000 shares of Avidia Bancorp worth $197K as of Q1 2026.
Intellus Advisors left its Avidia Bancorp share count unchanged in Q1 2026.
Avidia Bancorp made up 0.03% of Intellus Advisors's portfolio in Q1 2026, its #121 holding.
Intellus Advisors first reported a position in Avidia Bancorp in Q4 2025 and has held it in 2 quarters since.
66 funds tracked by Wall St. Rank held Avidia Bancorp as of Q1 2026.

Based on Intellus Advisors's 13F filing for Q1 2026, filed 7 May 2026.