RWM
AVBC

Rialto Wealth Management’s Avidia Bancorp AVBC Stock Holding History

Rialto Wealth Management’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 		$693 Hold
33
– – ﹤0.01% 1508
2026
Q1 		$650 Buy
+33
New +$607 ﹤0.01% 1270

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Rialto Wealth Management's AVBC Position: Q2 2026 in Review

Rialto Wealth Management held its Avidia Bancorp (AVBC) position steady in Q2 2026 at 33 shares worth $693. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Rialto Wealth Management first reported a position in AVBC in Q1 2026 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold AVBC as of Q2 2026.

  • Rialto Wealth Management held 33 shares of Avidia Bancorp worth $693 as of Q2 2026.
  • Rialto Wealth Management left its Avidia Bancorp share count unchanged in Q2 2026.
  • Avidia Bancorp made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1508 holding.
  • Rialto Wealth Management first reported a position in Avidia Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held Avidia Bancorp as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.