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
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 $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

UBS Group's AVBC Position: Q1 2026 in Review

UBS Group reduced its Avidia Bancorp (AVBC) stake by 21% in Q1 2026, selling an estimated $97.2K and leaving 20,296 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #6241.

UBS Group first reported a position in AVBC in Q3 2025 and has held it in 3 quarters since. The position peaked at $430K in Q4 2025. 66 funds tracked by Wall St. Rank hold AVBC as of Q1 2026.

  • UBS Group held 20,296 shares of Avidia Bancorp worth $399K as of Q1 2026.
  • UBS Group sold 5,286 Avidia Bancorp shares in Q1 2026, an estimated $97.2K.
  • Avidia Bancorp made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6241 holding.
  • UBS Group first reported a position in Avidia Bancorp in Q3 2025 and has held it in 3 quarters since.
  • UBS Group's Avidia Bancorp position peaked at $430K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Avidia Bancorp as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.