PWA
AVBC

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
Q2 		$1.39K Hold
66
– – ﹤0.01% 1682
2026
Q1 		$1.3K Hold
66
– – ﹤0.01% 1540
2025
Q4 		$1.11K Buy
+66
New +$1.03K ﹤0.01% 1553

Other funds holding AVBC

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Physician Wealth Advisors's AVBC Position: Q2 2026 in Review

Physician Wealth Advisors held its Avidia Bancorp (AVBC) position steady in Q2 2026 at 66 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

Physician Wealth Advisors first reported a position in AVBC in Q4 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold AVBC as of Q2 2026.

  • Physician Wealth Advisors held 66 shares of Avidia Bancorp worth $1.39K as of Q2 2026.
  • Physician Wealth Advisors left its Avidia Bancorp share count unchanged in Q2 2026.
  • Avidia Bancorp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1682 holding.
  • Physician Wealth Advisors first reported a position in Avidia Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Avidia Bancorp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.