Jim Simons
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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
Q2 		$2.45M Buy
116,812
+73,512
+170% +$1.47M ﹤0.01% 1851
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
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
FJ Capital Management
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 $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Hennessy Advisors Inc
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

Jim Simons's AVBC Position: Q2 2026 in Review

Jim Simons increased its Avidia Bancorp (AVBC) stake by 170% in Q2 2026, buying an estimated $1.47M and bringing the position to 116,812 shares worth $2.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

Jim Simons 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.

  • Jim Simons held 116,812 shares of Avidia Bancorp worth $2.45M as of Q2 2026.
  • Jim Simons bought 73,512 Avidia Bancorp shares in Q2 2026, an estimated $1.47M.
  • Avidia Bancorp made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #1851 holding.
  • Jim Simons 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 Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.