Physician Wealth Advisors
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Physician Wealth Advisors’s Avidia Bancorp AVBC Stock Holding History

Physician Wealth 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
Q3 		$1.43K Hold
66
– – ﹤0.01% 1751
2026
Q2 		$1.39K Hold
66
– – ﹤0.01% 1682
2026
Q1 		$1.3K Hold
66
– – ﹤0.01% 1540
2025
Q4 		$1.11K Buy
+66
New +$1.04K ﹤0.01% 1553

Other funds holding AVBC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
White Pine Capital
White Pine Capital Bloomington, Minnesota $419M AUM 48.71% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Oppenheimer & Close
Oppenheimer & Close New York $163M AUM 22.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Physician Wealth Advisors's AVBC Position: Q3 2026 in Review

Physician Wealth Advisors held its Avidia Bancorp (AVBC) position steady in Q3 2026 at 66 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

Physician Wealth Advisors first reported a position in AVBC in Q4 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold AVBC as of Q3 2026.

  • Physician Wealth Advisors held 66 shares of Avidia Bancorp worth $1.43K as of Q3 2026.
  • Physician Wealth Advisors left its Avidia Bancorp share count unchanged in Q3 2026.
  • Avidia Bancorp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1751 holding.
  • Physician Wealth Advisors first reported a position in Avidia Bancorp in Q4 2025 and has held it in 4 quarters since.
  • 31 funds tracked by Wall St. Rank held Avidia Bancorp as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.