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
Q2 		– Sell
-778,436
Closed -$15.3M – 2094
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 $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

Wellington Management Group's AVBC Position: Q2 2026 in Review

Wellington Management Group sold out of Avidia Bancorp (AVBC) in Q2 2026, closing a stake of 778,436 shares — an estimated $15.3M sold.

Wellington Management Group first reported a position in AVBC in Q3 2025 and held it in 3 quarters. The position peaked at $15.3M in Q1 2026. 81 funds tracked by Wall St. Rank hold AVBC as of Q2 2026.

  • Wellington Management Group reported no remaining Avidia Bancorp position as of Q2 2026 after selling out during the quarter.
  • Wellington Management Group sold 778,436 Avidia Bancorp shares in Q2 2026, an estimated $15.3M.
  • Wellington Management Group first reported a position in Avidia Bancorp in Q3 2025 and held it in 3 quarters.
  • Wellington Management Group's Avidia Bancorp position peaked at $15.3M in Q1 2026.
  • 81 funds tracked by Wall St. Rank held Avidia Bancorp as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.