MWM
AVBC

Melfa Wealth Management’s Avidia Bancorp AVBC Stock Holding History

Melfa Wealth Management’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
2025
Q4 		– Sell
-45,000
Closed -$672K – 206
2025
Q3 		$672K Buy
+45,000
New +$681K 0.39% 64

Other funds holding AVBC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Melfa Wealth Management's AVBC Position: Q4 2025 in Review

Melfa Wealth Management sold out of Avidia Bancorp (AVBC) in Q4 2025, closing a stake of 45,000 shares — an estimated $672K sold.

Melfa Wealth Management first reported a position in AVBC in Q3 2025 and held it in 1 quarter. The position peaked at $672K in Q3 2025. 53 funds tracked by Wall St. Rank hold AVBC as of Q4 2025.

  • Melfa Wealth Management reported no remaining Avidia Bancorp position as of Q4 2025 after selling out during the quarter.
  • Melfa Wealth Management sold 45,000 Avidia Bancorp shares in Q4 2025, an estimated $672K.
  • Melfa Wealth Management first reported a position in Avidia Bancorp in Q3 2025 and held it in 1 quarter.
  • Melfa Wealth Management's Avidia Bancorp position peaked at $672K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Avidia Bancorp as of Q4 2025.

Based on Melfa Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.