Mercer Global Advisors
AVBC

Mercer Global Advisors’s Avidia Bancorp AVBC Stock Holding History

Mercer Global Advisors’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 		– Sell
-34,824
Closed -$585K – 3375
2025
Q4 		$585K Hold
34,824
– – ﹤0.01% 1764
2025
Q3 		$520K Buy
+34,824
New +$527K ﹤0.01% 1735

Other funds holding AVBC

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors's AVBC Position: Q1 2026 in Review

Mercer Global Advisors sold out of Avidia Bancorp (AVBC) in Q1 2026, closing a stake of 34,824 shares — an estimated $585K sold.

Mercer Global Advisors first reported a position in AVBC in Q3 2025 and held it in 2 quarters. The position peaked at $585K in Q4 2025. 66 funds tracked by Wall St. Rank hold AVBC as of Q1 2026.

  • Mercer Global Advisors reported no remaining Avidia Bancorp position as of Q1 2026 after selling out during the quarter.
  • Mercer Global Advisors sold 34,824 Avidia Bancorp shares in Q1 2026, an estimated $585K.
  • Mercer Global Advisors first reported a position in Avidia Bancorp in Q3 2025 and held it in 2 quarters.
  • Mercer Global Advisors's Avidia Bancorp position peaked at $585K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Avidia Bancorp as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.