Morgan Stanley
AVBC

Morgan Stanley’s Avidia Bancorp AVBC Stock Holding History

Morgan Stanley’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 		$2.44M Buy
123,925
+35,789
+41% +$658K ﹤0.01% 4629
2025
Q4 		$1.48M Buy
88,136
+78,853
+849% +$1.24M ﹤0.01% 4987
2025
Q3 		$139K Buy
+9,283
New +$140K ﹤0.01% 6029

Other funds holding AVBC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Morgan Stanley's AVBC Position: Q1 2026 in Review

Morgan Stanley increased its Avidia Bancorp (AVBC) stake by 41% in Q1 2026, buying an estimated $658K and bringing the position to 123,925 shares worth $2.44M. The position accounts for ﹤0.01% of the portfolio, ranked #4629.

Morgan Stanley first reported a position in AVBC in Q3 2025 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold AVBC as of Q1 2026.

  • Morgan Stanley held 123,925 shares of Avidia Bancorp worth $2.44M as of Q1 2026.
  • Morgan Stanley bought 35,789 Avidia Bancorp shares in Q1 2026, an estimated $658K.
  • Avidia Bancorp made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4629 holding.
  • Morgan Stanley first reported a position in Avidia Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held Avidia Bancorp as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.