Root Financial Partners’s Avidia Bancorp AVBC Stock Holding History

Root Financial Partners’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	$324	Buy	+15	New	+$323	﹤0.01%	3377

Other funds holding AVBC

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

Root Financial Partners's AVBC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Avidia Bancorp (AVBC) in Q3 2026: 15 shares worth $324. The stake represents ﹤0.01% of the portfolio and ranks #3377 among its holdings.

11 funds tracked by Wall St. Rank hold AVBC as of Q3 2026.

Root Financial Partners held 15 shares of Avidia Bancorp worth $324 as of Q3 2026.
Avidia Bancorp was a new Root Financial Partners position in Q3 2026.
Avidia Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3377 holding.
11 funds tracked by Wall St. Rank held Avidia Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.