Wells Fargo
AVBC

Wells Fargo’s Avidia Bancorp AVBC Stock Holding History

Wells Fargo’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 		$468K Buy
22,314
+16,091
+259% +$321K ﹤0.01% 4677
2026
Q1 		$122K Buy
6,223
+1
+0% +$18 ﹤0.01% 4991
2025
Q4 		$105K Hold
6,222
– – ﹤0.01% 5372
2025
Q3 		$93K Buy
+6,222
New +$94.2K ﹤0.01% 5360

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

Wells Fargo's AVBC Position: Q2 2026 in Review

Wells Fargo increased its Avidia Bancorp (AVBC) stake by 259% in Q2 2026, buying an estimated $321K and bringing the position to 22,314 shares worth $468K. The position accounts for ﹤0.01% of the portfolio, ranked #4677.

Wells Fargo first reported a position in AVBC in Q3 2025 and has held it in 4 quarters since. 82 funds tracked by Wall St. Rank hold AVBC as of Q2 2026.

  • Wells Fargo held 22,314 shares of Avidia Bancorp worth $468K as of Q2 2026.
  • Wells Fargo bought 16,091 Avidia Bancorp shares in Q2 2026, an estimated $321K.
  • Avidia Bancorp made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #4677 holding.
  • Wells Fargo first reported a position in Avidia Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 82 funds tracked by Wall St. Rank held Avidia Bancorp as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.