Jim Simons’s Avidia Bancorp AVBC Stock Holding History

Jim Simons’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	$852K	Buy	43,300 +31,100	+255%	+$572K	﹤0.01%	2347
2025 Q4	$205K	Buy	+12,200	New	+$191K	﹤0.01%	2880

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Jim Simons's AVBC Position: Q1 2026 in Review

Jim Simons increased its Avidia Bancorp (AVBC) stake by 255% in Q1 2026, buying an estimated $572K and bringing the position to 43,300 shares worth $852K. The position accounts for ﹤0.01% of the portfolio, ranked #2347.

Jim Simons 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.

Jim Simons held 43,300 shares of Avidia Bancorp worth $852K as of Q1 2026.
Jim Simons bought 31,100 Avidia Bancorp shares in Q1 2026, an estimated $572K.
Avidia Bancorp made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2347 holding.
Jim Simons 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 Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.