$AVBC

$23.16 +$0.13 (0.56%) Close

$AVBC Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 20.0M shares outstanding

Who owns AVBC?

By type of holder

Institutions 35.2% Insiders 6.7% Everyone else 58.1%

Concentration Top 10 holders own 25.7%

T. Rowe Price Investment Management, Inc. 5.9% · BlackRock, Inc. 5.8%

Institutional ownership

35.2%

+3.3 pts vs last qtr

Institutional holders

+16 vs last qtr

Net shares bought

+650.4K

by institutions in Q2 2026

New / sold out

28 / 12

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +875.2K
Geode Capital Management, LLC +222.7K

Biggest sellers in Q2 2026

Wellington Management Group LLP SOLD OUT −778.4K
Millennium Management LLC −300.3K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Avidia Bancorp Inc in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Avidia Bancorp Inc.

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years0% Under 1 year100%

Quarterly turnover

29.6%

of institutional shares changed hands

Top 10 managers, median time held

3 quarters

Super Investors

Investment managers reporting AVBC on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
TR T. Rowe Price Investment Management, Inc.	1.2M	5.87%	−24.8K (−2.1%)	Q3 '25	0.0%
Shares held by quarter Peak holding1.7M (Q4'25) Change over 8 quarters+1.2M Share of the company5.870% T. Rowe Price Investment Management, Inc.'s full portfolio →
B BlackRock, Inc.	1.2M	5.77%	+875.2K (+316.5%)	Q3 '25	0.0%
Shares held by quarter Peak holding1.2M (Q2'26) Change over 8 quarters+1.2M Share of the company5.770% BlackRock, Inc.'s full portfolio →

T. Rowe Price Investment Management, Inc.

1.2M

% of company

5.87%

Change vs last qtr

−24.8K (−2.1%)

Held since

Q3 '25

BlackRock, Inc.

1.2M

% of company

5.77%

Change vs last qtr

+875.2K (+316.5%)

Held since

Q3 '25

28 more super investors behind a free account

See every manager holding Avidia Bancorp Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting AVBC on Form N-PORT; together they hold 14.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$12M	571.1K	2.86%	0.00%	June 30, 2026
TR T. Rowe Price Small-Cap Value Fund, Inc. T. Rowe Price Small-Cap Value Fund, Inc.	$10.9M	521.1K	2.61%	0.10%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$12M

% of company

2.86%

% of the fund

0.00%

As of

June 30, 2026

T. Rowe Price Small-Cap Value Fund, Inc.

Position value

$10.9M

% of company

2.61%

% of the fund

0.10%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Avidia Bancorp Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
CR Cozzone Robert D Insider	262.0K	1.31%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.310% Cozzone Robert D's insider activity →
NJ Nelson Jonathan Michael Insider	117.6K	0.59%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.590% Nelson Jonathan Michael's insider activity →

Cozzone Robert D

Insider

262.0K

% of company

1.31%

Change vs last qtr

—

Held since

—

Nelson Jonathan Michael

Insider

117.6K

% of company

0.59%

Change vs last qtr

—

Held since

—

18 more holders behind a free account

See every insider and 5%+ holder of Avidia Bancorp Inc.

Comments