Lynch & Associates’s Avidia Bancorp AVBC Stock Holding History

Lynch & Associates’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 Q3	$214K	Sell	9,930 -5,276	-35%	-$114K	0.03%	123
2026 Q2	$319K	Hold	15,206	–	–	0.06%	119
2026 Q1	$299K	Hold	15,206	–	–	0.06%	115
2025 Q4	$256K	Hold	15,206	–	–	0.05%	118
2025 Q3	$227K	Buy	+15,206	New	+$230K	0.04%	121

Other funds holding AVBC

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

JTBR

James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

Lynch & Associates's AVBC Position: Q3 2026 in Review

Lynch & Associates reduced its Avidia Bancorp (AVBC) stake by 35% in Q3 2026, selling an estimated $114K and leaving 9,930 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #123.

Lynch & Associates first reported a position in AVBC in Q3 2025 and has held it in 5 quarters since. The position peaked at $319K in Q2 2026. 7 funds tracked by Wall St. Rank hold AVBC as of Q3 2026.

Lynch & Associates held 9,930 shares of Avidia Bancorp worth $214K as of Q3 2026.
Lynch & Associates sold 5,276 Avidia Bancorp shares in Q3 2026, an estimated $114K.
Avidia Bancorp made up 0.03% of Lynch & Associates's portfolio in Q3 2026, its #123 holding.
Lynch & Associates first reported a position in Avidia Bancorp in Q3 2025 and has held it in 5 quarters since.
Lynch & Associates's Avidia Bancorp position peaked at $319K in Q2 2026.
7 funds tracked by Wall St. Rank held Avidia Bancorp as of Q3 2026.

Based on Lynch & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.