JO
AVBC

John Overdeck’s Avidia Bancorp AVBC Stock Holding History

John Overdeck’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 		$5.19M Buy
247,210
+36,088
+17% +$720K ﹤0.01% 2112
2026
Q1 		$4.15M Buy
211,122
+53,000
+34% +$975K ﹤0.01% 2136
2025
Q4 		$2.66M Sell
158,122
-85,096
-35% -$1.33M ﹤0.01% 2230
2025
Q3 		$3.63M Buy
+243,218
New +$3.68M 0.01% 1712

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

John Overdeck's AVBC Position: Q2 2026 in Review

John Overdeck increased its Avidia Bancorp (AVBC) stake by 17% in Q2 2026, buying an estimated $720K and bringing the position to 247,210 shares worth $5.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2112.

John Overdeck first reported a position in AVBC in Q3 2025 and has held it in 4 quarters since. 81 funds tracked by Wall St. Rank hold AVBC as of Q2 2026.

  • John Overdeck held 247,210 shares of Avidia Bancorp worth $5.19M as of Q2 2026.
  • John Overdeck bought 36,088 Avidia Bancorp shares in Q2 2026, an estimated $720K.
  • Avidia Bancorp made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2112 holding.
  • John Overdeck first reported a position in Avidia Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 81 funds tracked by Wall St. Rank held Avidia Bancorp as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.