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
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 $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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rialto Wealth Management's AVBC Position: Q1 2026 in Review

Rialto Wealth Management opened a new position in Avidia Bancorp (AVBC) in Q1 2026: 33 shares worth $650. The stake represents ﹤0.01% of the portfolio and ranks #1270 among its holdings.

66 funds tracked by Wall St. Rank hold AVBC as of Q1 2026.

  • Rialto Wealth Management held 33 shares of Avidia Bancorp worth $650 as of Q1 2026.
  • Avidia Bancorp was a new Rialto Wealth Management position in Q1 2026.
  • Avidia Bancorp made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1270 holding.
  • 66 funds tracked by Wall St. Rank held Avidia Bancorp as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.