Vault-13

AVIDIA BANCORP INC AVBC

COMMON STOCK · Common Stock · CUSIP 05369T100

82 institutional holders +16 vs Q1 2026
7,180,7867.2m shares reported held*
36.0% of all shares outstanding*
$150.7mreported value*
28 new 28 added 13 reduced 12 sold out net bought ≈ $13.8m (+637.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 20.0m as of 2026-08-13, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $20.99.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 25: 37Q4 25: 53Q1 26: 66Q2 26: 8282Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 202537
Q4 202553
Q1 202666
Q2 202682

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 25: 33 bought or addedQ4 25: 12 cut or sold outQ4 25Q1 26: 36 bought or addedQ1 26: 18 cut or sold outQ1 26Q2 26: 56 bought or addedQ2 26: 25 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 20253312
Q1 20263618
Q2 20265625

Biggest buyers

BlackRock, Inc. Added +875,156+875.2k
GEODE CAPITAL MANAGEMENT, LLC Added +222,719+222.7k
STATE STREET CORP Added +188,377+188.4k
VANGUARD PORTFOLIO MANAGEMENT LLC New +123,123+123.1k
NORTHERN TRUST CORP Added +103,632+103.6k
RENAISSANCE TECHNOLOGIES LLC Added +73,512+73.5k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added +50,567+50.6k
Bank of New York Mellon Corp New +45,933+45.9k
MARSHALL WACE, LLP Added +45,218+45.2k
PANAGORA ASSET MANAGEMENT INC New +44,696+44.7k

Biggest sellers

WELLINGTON MANAGEMENT GROUP LLP Sold out -778,436-778.4k
MILLENNIUM MANAGEMENT LLC Reduced -300,341-300.3k
ALLIANCEBERNSTEIN L.P. Sold out -134,876-134.9k
WHITE PINE CAPITAL LLC Reduced -77,866-77.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -58,859-58.9k
Schonfeld Strategic Advisors LLC Reduced -36,077-36.1k
JANE STREET GROUP, LLC Reduced -29,553-29.6k
Qube Research & Technologies Ltd Sold out -26,195-26.2k
T. Rowe Price Investment Management, Inc. Reduced -24,805-24.8k
VANGUARD CAPITAL MANAGEMENT LLC Reduced -21,183-21.2k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Avidia Bank Employee Stock Ownership Plan Trust 13G · institution new · filed 2025-11-13 8.0% new 1.6m≈ $33.7m 2025-11-13
T. Rowe Price Investment Management, Inc. 13G · institution new · filed 2025-11-14 6.1% new 1.2m≈ $25.6m 2025-11-14
BlackRock, Inc. 13G · institution new · filed 2026-07-27 5.7% new 1.2m≈ $24.2m 2026-07-27

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
10010Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 8 buyingQ3 25: 0 sellingQ3 25Q4 25: 6 buyingQ4 25: 0 sellingQ1 26: 6 buyingQ1 26: 0 sellingQ1 26Q2 26: 8 buyingQ2 26: 0 sellingQ3 26: 5 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20258$2.4m0——
Q4 20256$870.5k0——
Q1 20266$289.6k0——
Q2 20268$524.8k0——
Q3 20265$586.6k0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-14 Murphy Michael Dennis Director · By Spouse Bought 5,000 $22.12 $110.6k5.0k shares +270%
2026-09-03 Nelson Jonathan Michael CFO and Treasurer Bought 4,500 $22.19 $99.9k4.5k shares +31%
2026-08-26 Grimaldo Joseph F Director · By Trust Bought 5,000 $22.02 $110.1k5.0k shares +11%
2026-08-17 Doane Thomas EVP- Human Resources · By 401(k) Bought 1,726 $22.31 $38.5k1.7k shares +10%
2026-08-11 Saul Kennedy O Director Bought 5,900 $21.65 $127.7k5.9k shares +142%
2026-08-11 Grimaldo Joseph F Director · By Trust Bought 4,655 $21.44 $99.8k4.7k shares +12%
2026-06-03 Nelson Jonathan Michael CFO and Treasurer Bought 1,065 $18.90 $20.1k1.1k shares +8%
2026-05-29 Cozzone Robert D President & CEO, director · By 401(k) Bought 2,128 $18.80 $40.0k2.1k shares +3%
2026-05-27 Karmelek Nicolas EVP and CRO Bought 19 $19.08 $36319 shares +<1%
2026-05-18 Jensen Barry H EVP and Chief Admin Officer Bought 500 $18.88 $9.4k500 shares +1%
2026-05-15 GILLES MICHAEL O Director · By Spouse Bought 1,000 $19.17 $19.2k1.0k shares +5%
2026-05-15 GILLES MICHAEL O Director Bought 1,000 $19.12 $19.1k1.0k shares +4%
2026-05-15 GILLES MICHAEL O Director Bought 1,000 $18.92 $18.9k1.0k shares +25%
2026-05-14 GILLES MICHAEL O Director Bought 1,000 $19.50 $19.5k1.0k shares +4%
2026-05-14 Jensen Barry H EVP and Chief Admin Officer Bought 500 $19.26 $9.6k500 shares +1%
2026-05-13 GILLES MICHAEL O Director · By IRA Bought 3,000 $19.50 $58.5k3.0k shares +19%
2026-05-13 Cozzone Robert D President & CEO, director · By 401(k) Bought 2,023 $19.77 $40.0k2.0k shares +3%
2026-05-13 GILLES MICHAEL O Director · By Spouse Bought 1,000 $19.50 $19.5k1.0k shares +33%
2026-05-08 Jensen Barry H EVP and Chief Admin Officer Bought 1,000 $20.19 $20.2k1.0k shares +2%
2026-04-29 Jensen Barry H EVP and Chief Admin Officer Bought 1,000 $20.30 $20.3k1.0k shares +3%
2026-04-28 Doane Thomas EVP- Human Resources · By 401(k) Bought 2,040 $21.16 $43.2k2.0k shares +13%
2026-04-28 Murphy Michael Dennis Director · By Spouse Bought 1,850 $20.94 $38.7k1.9k shares new
2026-04-28 Karmelek Nicolas EVP and CRO Bought 1,209 $20.76 $25.1k1.2k shares +19%
2026-04-27 BALL JAMES N Director · By IRA Bought 5,000 $20.60 $103.0k5.0k shares +11%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 T. Rowe Price Investment Management, Inc. 0.02% of their portfolio BALTIMORE, MD 1,172,9531.2m $24.6m $24.6m 0.02% Reduced -24.8k -24,805
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,151,6701.2m $24.2m $24.2m 0.00% Added +875.2k +875,156
3 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 800,793800.8k $16.8m $16.8m 0.00% Reduced -21.2k -21,183
4 FJ Capital Management LLC 1.35% of their portfolio MCLEAN, VA 497,258497.3k $10.4m $10.4m 1.35% Unchanged
5 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 442,624442.6k $9.3m $9.3m 0.00% Added +222.7k +222,719
6 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 251,299251.3k $5.3m $5.3m 0.00% Added +188.4k +188,377
7 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 247,210247.2k $5.2m $5.2m 0.00% Added +36.1k +36,088
8 HENNESSY ADVISORS INC 0.11% of their portfolio NOVATO, CA 157,000157.0k $3.3m $3.3m 0.11% Added +2.0k +2,000
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 149,088149.1k $3.1m $3.1m 0.00% Added +25.2k +25,163
10 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 146,200146.2k $3.1m $3.1m 0.00% Added +45.2k +45,218
11 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 143,822143.8k $3.0m $3.0m 0.00% Added +103.6k +103,632
12 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 124,642124.6k $2.6m $2.6m 0.00% Added +8.3k +8,344
13 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 123,123123.1k $2.6m $2.6m 0.00% New
14 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 116,812116.8k $2.5m $2.5m 0.00% Added +73.5k +73,512
15 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 109,562109.6k $2.3m $2.3m 0.00% Added +11.6k +11,563
16 Ancora Advisors LLC 0.04% of their portfolio Cleveland, OH 102,550102.5k $2.2m $2.2m 0.04% Added +27.2k +27,160
17 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 92,48892.5k $1.9m $1.9m 0.00% Added +16.3k +16,307
18 WHITE PINE CAPITAL LLC 0.43% of their portfolio BLOOMINGTON, MN 86,70586.7k $1.8m $1.8m 0.43% Reduced -77.9k -77,866
19 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 68,49768.5k $1.4m $1.4m 0.00% Reduced -7.8k -7,801
20 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 66,07766.1k $1.4m $1.4m 0.00% Reduced -10.8k -10,820
21 Arbiter Partners Capital Management LLC 0.38% of their portfolio NEW YORK, NY 65,60065.6k $1.4m $1.4m 0.38% Added +32.8k +32,800
22 Polaris Capital Management, LLC 0.12% of their portfolio BOSTON, MA 62,60062.6k $1.3m $1.3m 0.12% Added +22.6k +22,600
23 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 60,56760.6k $1.3m $1.3m 0.00% Added +50.6k +50,567
24 IRONWOOD INVESTMENT MANAGEMENT LLC 0.39% of their portfolio BOSTON, MA 53,64253.6k $1.1m $1.1m 0.39% Added +7 +7
25 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 47,23747.2k $991.5k $991.5k 0.00% Added +6.9k +6,948
26 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 45,93345.9k $964.1k $964.1k 0.00% New
27 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 45,00645.0k $944.7k $944.7k 0.01% Added +19.0k +18,957
28 PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio BOSTON, MA 44,69644.7k $938.2k $938.2k 0.00% New
29 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 37,84737.8k $800.5k $800.5k 0.00% Reduced -20.5k -20,455
30 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 36,19136.2k $759.6k $759.6k 0.00% New
31 GSA CAPITAL PARTNERS LLP 0.05% of their portfolio LONDON, X0 35,20535.2k $739.0k $739.0k 0.05% New
32 STILWELL VALUE LLC 0.42% of their portfolio NEW YORK, NY 35,00035.0k $734.6k $734.6k 0.42% Reduced -5.0k -5,000
33 Voleon Capital Management LP 0.01% of their portfolio BERKELEY, CA 34,78234.8k $730.1k $730.1k 0.01% Added +8.9k +8,914
34 Freestone Capital Holdings, LLC 0.02% of their portfolio Seattle, WA 34,75634.8k $729.5k $729.5k 0.02% Added +2 +2
35 GREAT OAK CAPITAL PARTNERS, LLC 0.15% of their portfolio SOUTH EASTON, MA 34,15734.2k $694.4k $694.4k 0.15% Added +2 +2
36 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 33,49433.5k $703.0k $703.0k 0.00% Added +7.0k +6,982
37 Oppenheimer & Close, LLC 0.35% of their portfolio NEW YORK, NY 26,50226.5k $556.3k $556.3k 0.35% Unchanged
38 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 22,68922.7k $476.2k $476.2k 0.00% Reduced -300.3k -300,341
39 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 22,31422.3k $468.4k $468.4k 0.00% Added +16.1k +16,091
40 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 21,30221.3k $447.1k $447.1k 0.01% Added +8.9k +8,874
41 UBS Group AG 0.00% of their portfolio ZURICH, V8 19,78719.8k $415.3k $415.3k 0.00% Reduced -509 -509
42 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,94017.9k $376.6k $376.6k 0.00% Added +2.6k +2,560
43 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 17,88017.9k $375.3k $375.3k 0.00% New
44 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 17,73817.7k $372.3k $372.3k 0.00% New
45 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 16,99117.0k $356.6k $356.6k 0.00% New
46 Engineers Gate Manager LP 0.00% of their portfolio NEW YORK, NY 15,42015.4k $323.7k $323.7k 0.00% Added +2.8k +2,813
47 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 15,24615.2k $321.0k $321.0k 0.00% New
48 LYNCH & ASSOCIATES/IN 0.06% of their portfolio EVANSVILLE, IN 15,20615.2k $319.2k $319.2k 0.06% Unchanged
49 OCCUDO QUANTITATIVE STRATEGIES LP 0.02% of their portfolio FORT LAUDERDALE, FL 14,91114.9k $313.0k $313.0k 0.02% New
50 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 13,43213.4k $281.9k $281.9k 0.00% New
51 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 13,16013.2k $276.2k $276.2k 0.00% Reduced -29.6k -29,553
52 ROCKLAND TRUST CO 0.01% of their portfolio HANOVER, MA 12,64612.6k $265.4k $265.4k 0.01% Unchanged
53 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 12,10612.1k $254.1k $254.1k 0.00% Reduced -2.4k -2,399
54 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 12,00012.0k $251.9k $251.9k 0.00% Unchanged
55 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 11,97412.0k $251.3k $251.3k 0.00% New
56 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 11,46211.5k $240.6k $240.6k 0.00% Reduced -36.1k -36,077
57 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 11,17311.2k $234.5k $234.5k 0.00% New
58 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 10,83710.8k $227.5k $227.5k 0.00% New
59 Intellus Advisors LLC 0.03% of their portfolio NAPLES, FL 10,00010.0k $209.9k $209.9k 0.03% Unchanged
60 MACKENZIE FINANCIAL CORP 0.00% of their portfolio TORONTO ONTARIO, A6 9,6729.7k $203.0k $203.0k 0.00% New
61 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 8,4018.4k $176.3k $176.3k 0.00% New
62 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 6,5176.5k $136.8k $136.8k 0.00% Unchanged
63 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 6,4006.4k $134.3k $134.3k 0.00% New
64 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,7735.8k $121.2k $121.2k 0.00% Reduced -5.1k -5,062
65 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 5,4045.4k $113.4k $113.4k 0.00% New
66 FLAGSHIP WEALTH ADVISORS, LLC 0.02% of their portfolio WAKEFIELD, MA 5,0005.0k $105.0k $105.0k 0.02% New
67 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 3,6003.6k $75.6k $75.6k 0.00% New
68 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,9742.0k $41.4k $41.4k 0.00% New
69 Legal & General Group Plc 0.00% of their portfolio London, X0 1,8001.8k $37.8k $37.8k 0.00% New
70 Sachetta, LLC 0.02% of their portfolio LYNNFIELD, MA 1,7971.8k $37.7k $37.7k 0.02% New
71 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,6631.7k $34.9k $34.9k 0.00% New
72 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,0421.0k $21.9k $21.9k 0.00% New
73 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 801801 $17.0k $17.0k 0.00% Added +444 +444
74 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 369369 $7.7k $7.7k 0.00% New
75 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 252252 $5.3k $5.3k 0.00% New
76 Quarry LP 0.00% of their portfolio NEW YORK, NY 157157 $3.3k $3.3k 0.00% New
77 EASTERN BANK 0.00% of their portfolio BOSTON, MA 123123 $2.6k $2.6k 0.00% Unchanged
78 FMR LLC 0.00% of their portfolio BOSTON, MA 7777 $1.6k $1.6k 0.00% Unchanged
79 Physician Wealth Advisors, Inc. 0.00% of their portfolio MIDVALE, UT 6666 $1.4k $1.4k 0.00% Unchanged
80 Avion Wealth 0.00% of their portfolio THE WOODLANDS, TX 3434 $0 $0 0.00% Unchanged
81 Rialto Wealth Management, LLC 0.00% of their portfolio SYRACUSE, NY 3333 $693 $693 0.00% Unchanged
82 Bare Financial Services, Inc 0.00% of their portfolio GAP, PA 2929 $609 $609 0.00% Unchanged