SV
AVBC

Stilwell Value’s Avidia Bancorp AVBC Stock Holding History

Stilwell Value’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 		$735K Sell
35,000
-5,000
-13% -$99.8K 0.42% 15
2026
Q1 		$787K Hold
40,000
– – 0.47% 14
2025
Q4 		$672K Hold
40,000
– – 0.37% 16
2025
Q3 		$598K Buy
+40,000
New +$605K 0.26% 20

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

Stilwell Value's AVBC Position: Q2 2026 in Review

Stilwell Value reduced its Avidia Bancorp (AVBC) stake by 13% in Q2 2026, selling an estimated $99.8K and leaving 35,000 shares worth $735K. The position accounts for 0.42% of the portfolio, ranked #15.

Stilwell Value first reported a position in AVBC in Q3 2025 and has held it in 4 quarters since. The position peaked at $787K in Q1 2026. 81 funds tracked by Wall St. Rank hold AVBC as of Q2 2026.

  • Stilwell Value held 35,000 shares of Avidia Bancorp worth $735K as of Q2 2026.
  • Stilwell Value sold 5,000 Avidia Bancorp shares in Q2 2026, an estimated $99.8K.
  • Avidia Bancorp made up 0.42% of Stilwell Value's portfolio in Q2 2026, its #15 holding.
  • Stilwell Value first reported a position in Avidia Bancorp in Q3 2025 and has held it in 4 quarters since.
  • Stilwell Value's Avidia Bancorp position peaked at $787K in Q1 2026.
  • 81 funds tracked by Wall St. Rank held Avidia Bancorp as of Q2 2026.

Based on Stilwell Value's 13F filing for Q2 2026, filed 7 Aug 2026.