Avidia Bancorp, Inc. 13F holders
82 funds reported a position in Avidia Bancorp, Inc. in their 13F for the quarter ended 30 June 2026, together 7.2 million shares worth $151.0 million. Against the quarter before, 28 opened a position, 24 added, 13 trimmed and 12 sold out; together they bought a net 586,882 shares. The largest holders: T. Rowe Price Investment Management, Inc., BlackRock, Inc. and Vanguard Capital Management LLC.
Funds holding82+16 on Q1 2026
Shares they held7.2Mworth $151.0 million
Net bought on the quarter586,882 sharesabout $12.3 million at the funds' values
Funds buying to selling52 to 25opened or added, to cut or sold
Opened 28Added 24Held 17Trimmed 13Sold out 12
What each fund did in AVBC against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in AVBC in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 14 reported a position in Avidia Bancorp, Inc.: 4 opened one, 1 added, 2 trimmed and 0 sold out, a net 4,305 shares sold.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Lynch & Associates | -5,276 | 9,930 | trimmed | 13F |
| State of Alaska, Department of Revenue | +754 | 754 | new | 13F |
| SJS Investment Consulting Inc. | +113 | 113 | new | 13F |
| Gamma Investing LLC | +81 | 81 | new | 13F |
| Farther Finance Advisors, LLC | +24 | 12,024 | added | 13F |
| Sterling Capital Management LLC | -8 | 361 | trimmed | 13F |
| Caitong International Asset Management Co., Ltd | +7 | 7 | new | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 6 reported a position in Avidia Bancorp, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 442,624 shares worth $9.3 million, 0.0% of its reported book. Sold out: Point72 Asset Management. In the quarter, 4 funds added or opened a position and 2 trimmed or sold out; together they bought a net 16,961 shares, about $356,012 at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 442,624 | $9.3 million | 0.0% | +222,719 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 247,210 | $5.2 million | 0.0% | +36,088 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 116,812 | $2.5 million | 0.0% | +73,512 | added | 30 June 2026 | 13F |
| Millennium Management | 22,689 | $476,242 | 0.0% | -300,341 | trimmed | 30 June 2026 | 13F |
| Citadel Advisors | 17,940 | $376,561 | 0.0% | +2,560 | added | 30 June 2026 | 13F |
| FMR LLC | 77 | $1,620 | 0.0% | no change | held | 30 June 2026 | 13F |
| Point72 Asset Management | 0 | $0 | 0.0% | -17,577 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 1,172,953 | 16.30% | $24.6 million | 0.02% | -24,805 | 13F |
| BlackRock, Inc. | 1,151,670 | 16.00% | $24.2 million | 0.00% | +875,156 | 13F |
| Vanguard Capital Management LLC | 800,793 | 11.13% | $16.8 million | 0.00% | -21,183 | 13F |
| FJ Capital Management LLC | 497,258 | 6.91% | $10.4 million | 1.35% | no change | 13F |
| Geode Capital Management, LLC | 442,624 | 6.15% | $9.3 million | 0.00% | +222,719 | 13F |
| State Street Corp. | 251,299 | 3.49% | $5.3 million | 0.00% | +188,377 | 13F |
| Two Sigma Investments, LP | 247,210 | 3.44% | $5.2 million | 0.00% | +36,088 | 13F |
| Hennessy Advisors Inc. | 157,000 | 2.18% | $3.3 million | 0.10% | +2,000 | 13F |
| Morgan Stanley | 149,088 | 2.07% | $3.1 million | 0.00% | +25,163 | 13F |
| Marshall Wace, LLP | 146,200 | 2.03% | $3.1 million | 0.00% | +45,218 | 13F |
| Northern Trust Corp. | 143,822 | 2.00% | $3.0 million | 0.00% | +103,632 | 13F |
| Vanguard Fiduciary Trust Co. | 124,642 | 1.73% | $2.6 million | 0.00% | +8,344 | 13F |
| Vanguard Portfolio Management LLC | 123,123 | 1.71% | $2.6 million | 0.00% | new | 13F |
| Renaissance Technologies LLC | 116,812 | 1.62% | $2.5 million | 0.00% | +73,512 | 13F |
| Goldman Sachs Group Inc. | 109,562 | 1.52% | $2.3 million | 0.00% | +11,563 | 13F |
| Ancora Advisors LLC | 102,550 | 1.43% | $2.2 million | 0.04% | +27,160 | 13F |
| Arbiter Partners Capital Management LLC | 98,400 | 1.37% | $2.1 million | 0.38% | 13F | |
| Commonwealth Equity Services, LLC | 92,488 | 1.29% | $1.9 million | 0.00% | +16,307 | 13F |
| White Pine Capital LLC | 86,705 | 1.20% | $1.8 million | 0.43% | -77,866 | 13F |
| Franklin Resources Inc. | 68,497 | 0.95% | $1.4 million | 0.00% | -7,801 | 13F |
| Russell Investments Group, Ltd. | 66,077 | 0.92% | $1.4 million | 0.00% | -10,820 | 13F |
| Polaris Capital Management, LLC | 62,600 | 0.87% | $1.3 million | 0.12% | +22,600 | 13F |
| Charles Schwab Investment Management Inc. | 60,567 | 0.84% | $1.3 million | 0.00% | +50,567 | 13F |
| Ironwood Investment Management LLC | 53,642 | 0.75% | $1.1 million | 0.39% | +7 | 13F |
| BNP Paribas Financial Markets | 47,237 | 0.66% | $991,505 | 0.00% | +6,948 | 13F |
| Bank of New York Mellon Corp | 45,933 | 0.64% | $964,133 | 0.00% | new | 13F |
| Trexquant Investment LP | 45,006 | 0.63% | $944,676 | 0.01% | +18,957 | 13F |
| Panagora Asset Management Inc. | 44,696 | 0.62% | $938,169 | 0.00% | new | 13F |
| JPMorgan Chase & Co. | 37,847 | 0.53% | $800,464 | 0.00% | -20,455 | 13F |
| Nuveen, LLC | 36,191 | 0.50% | $759,649 | 0.00% | new | 13F |
| Gsa Capital Partners LLP | 35,205 | 0.49% | $739,000 | 0.05% | new | 13F |
| Stilwell Value LLC | 35,000 | 0.49% | $734,650 | 0.42% | -5,000 | 13F |
| Voleon Capital Management LP | 34,782 | 0.48% | $730,074 | 0.01% | +8,914 | 13F |
| Freestone Capital Holdings, LLC | 34,756 | 0.48% | $729,535 | 0.02% | +2 | 13F |
| Bank of America Corp. | 33,494 | 0.47% | $703,039 | 0.00% | +6,982 | 13F |
| Great Oak Capital Partners, LLC | 34,157 | 0.47% | $694,421 | 0.15% | +2 | 13F |
| Oppenheimer & Close, LLC | 26,502 | 0.37% | $556,277 | 0.35% | no change | 13F |
| Millennium Management LLC | 22,689 | 0.32% | $476,242 | 0.00% | -300,341 | 13F |
| Wells Fargo & Company | 22,314 | 0.31% | $468,379 | 0.00% | +16,091 | 13F |
| XTX Topco Ltd | 21,302 | 0.30% | $447,129 | 0.01% | +8,874 | 13F |
| UBS Group AG | 19,787 | 0.27% | $415,329 | 0.00% | -509 | 13F |
| Citadel Advisors LLC | 17,940 | 0.25% | $376,561 | 0.00% | +2,560 | 13F |
| Deutsche Bank AG | 17,880 | 0.25% | $375,301 | 0.00% | new | 13F |
| Rhumbline Advisers | 16,991 | 0.24% | $356,636 | 0.00% | new | 13F |
| Engineers Gate Manager LP | 15,420 | 0.21% | $323,666 | 0.00% | +2,813 | 13F |
| Price T Rowe Associates Inc. | 15,246 | 0.21% | $321,000 | 0.00% | new | 13F |
| Lynch & Associates | 15,206 | 0.21% | $319,174 | 0.06% | no change | 13F |
| Occudo Quantitative Strategies LP | 14,911 | 0.21% | $312,982 | 0.02% | new | 13F |
| American Century Companies Inc. | 13,432 | 0.19% | $281,938 | 0.00% | new | 13F |
| Jane Street Group, LLC | 13,160 | 0.18% | $276,228 | 0.00% | -29,553 | 13F |
The 50 largest of the 82 funds that reported a position in AVBC in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 27 July 2026 | 13G | BlackRock, Inc. and 1 other | 1.2 million | 5.7% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 14 November 2025 | 13G | T. Rowe Price Investment Management, Inc. and 1 other | 1.2 million | 6.1% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 13 November 2025 | 13G | Avidia Bank Employee Stock Ownership Plan Trust and 1 other | 1.6 million | 8.0% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 18 September 2026 | 1,393 | $22.19 | SEC |
| 15 September 2026 | 776 | $22.18 | SEC |
| 26 August 2026 | 245 | $21.93 | SEC |
| 20 August 2026 | 8,489 | $22.00 | SEC |
| 19 August 2026 | 794 | $22.10 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.