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
Q2 		$3.13M Buy
149,088
+25,163
+20% +$502K ﹤0.01% 4562
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 $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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 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

Morgan Stanley's AVBC Position: Q2 2026 in Review

Morgan Stanley increased its Avidia Bancorp (AVBC) stake by 20% in Q2 2026, buying an estimated $502K and bringing the position to 149,088 shares worth $3.13M. The position accounts for ﹤0.01% of the portfolio, ranked #4562.

Morgan Stanley 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.

  • Morgan Stanley held 149,088 shares of Avidia Bancorp worth $3.13M as of Q2 2026.
  • Morgan Stanley bought 25,163 Avidia Bancorp shares in Q2 2026, an estimated $502K.
  • Avidia Bancorp made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4562 holding.
  • Morgan Stanley 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 Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.