Wellington Management Group
AVBC

Wellington Management Group’s Avidia Bancorp AVBC Stock Holding History

Wellington Management 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 		$15.3M Sell
778,436
-29,899
-4% -$550K ﹤0.01% 1122
2025
Q4 		$13.6M Sell
808,335
-87,321
-10% -$1.37M ﹤0.01% 1161
2025
Q3 		$13.4M Buy
+895,656
New +$13.6M ﹤0.01% 1167

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
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
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Wellington Management Group's AVBC Position: Q1 2026 in Review

Wellington Management Group reduced its Avidia Bancorp (AVBC) stake by 3.7% in Q1 2026, selling an estimated $550K and leaving 778,436 shares worth $15.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Wellington Management Group first reported a position in AVBC in Q3 2025 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold AVBC as of Q1 2026.

  • Wellington Management Group held 778,436 shares of Avidia Bancorp worth $15.3M as of Q1 2026.
  • Wellington Management Group sold 29,899 Avidia Bancorp shares in Q1 2026, an estimated $550K.
  • Avidia Bancorp made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1122 holding.
  • Wellington Management Group first reported a position in Avidia Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held Avidia Bancorp as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.