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James T. Borello RIA’s Avidia Bancorp AVBC Stock Holding History

James T. Borello RIA’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
Q3 		$367 Hold
17
– – ﹤0.01% 1070
2026
Q2 		$357 Buy
+17
New +$339 ﹤0.01% 1077

Other funds holding AVBC

Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

James T. Borello RIA's AVBC Position: Q3 2026 in Review

James T. Borello RIA held its Avidia Bancorp (AVBC) position steady in Q3 2026 at 17 shares worth $367. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

James T. Borello RIA first reported a position in AVBC in Q2 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold AVBC as of Q3 2026.

  • James T. Borello RIA held 17 shares of Avidia Bancorp worth $367 as of Q3 2026.
  • James T. Borello RIA left its Avidia Bancorp share count unchanged in Q3 2026.
  • Avidia Bancorp made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1070 holding.
  • James T. Borello RIA first reported a position in Avidia Bancorp in Q2 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held Avidia Bancorp as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.