UBS Group
AVBC

UBS Group’s Avidia Bancorp AVBC Stock Holding History

UBS Group’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 		$415K Sell
19,787
-509
-3% -$10.2K ﹤0.01% 6360
2026
Q1 		$399K Sell
20,296
-5,286
-21% -$97.2K ﹤0.01% 6241
2025
Q4 		$430K Sell
25,582
-149
-0.6% -$2.34K ﹤0.01% 6175
2025
Q3 		$384K Buy
+25,731
New +$389K ﹤0.01% 6273

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

UBS Group's AVBC Position: Q2 2026 in Review

UBS Group reduced its Avidia Bancorp (AVBC) stake by 2.5% in Q2 2026, selling an estimated $10.2K and leaving 19,787 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #6360.

UBS Group first reported a position in AVBC in Q3 2025 and has held it in 4 quarters since. The position peaked at $430K in Q4 2025. 81 funds tracked by Wall St. Rank hold AVBC as of Q2 2026.

  • UBS Group held 19,787 shares of Avidia Bancorp worth $415K as of Q2 2026.
  • UBS Group sold 509 Avidia Bancorp shares in Q2 2026, an estimated $10.2K.
  • Avidia Bancorp made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6360 holding.
  • UBS Group first reported a position in Avidia Bancorp in Q3 2025 and has held it in 4 quarters since.
  • UBS Group's Avidia Bancorp position peaked at $430K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Avidia Bancorp as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.