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About 33.32% of AVBC shares are held by financial institutions. STATE STREET CORP is the top corporate investor, holding 251.3K shares valued at $5.27M. A 1.35% stake in Avidia Bancorp, Inc. is owned by the company. GEODE CAPITAL MANAGEMENT, LLC owns 442.62K shares valued at $9.29M, which translates its holding of 2.38% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | STATE STREET CORP | 1.35% | 251.3K | 5.27M | 188.38K | +299.38% |
| Jun 30, 2026 | GEODE CAPITAL MANAGEMENT, LLC | 2.38% | 442.62K | 9.29M | 222.72K | +101.28% |
| Jun 30, 2026 | FJ CAPITAL MANAGEMENT LLC | 2.68% | 497.26K | 10.44M | 0 | 0 |
| Jun 30, 2026 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 6.31% | 1.17M | 24.62M | -24.81K | -2.07% |
| Jun 30, 2026 | BANK OF NEW YORK MELLON CORP | 0.25% | 45.93K | 964.13K | 45.93K | +100.00% |
| Jun 30, 2026 | NUVEEN, LLC | 0.19% | 36.19K | 759.65K | 36.19K | +100.00% |
| Jun 30, 2026 | TREXQUANT INVESTMENT LP | 0.24% | 45.01K | 944.68K | 18.96K | +72.77% |
| Jun 30, 2026 | WELLS FARGO & COMPANY/MN | 0.12% | 22.31K | 468.38K | 16.09K | +258.57% |
| Jun 30, 2026 | XTX TOPCO LTD | 0.11% | 21.3K | 447.13K | 8.87K | +71.40% |
| Jun 30, 2026 | UBS GROUP AG | 0.11% | 19.79K | 415.33K | -509 | -2.51% |
| Jun 30, 2026 | CITADEL ADVISORS LLC | 0.1% | 17.94K | 376.56K | 2.56K | +16.65% |
| Jun 30, 2026 | DEUTSCHE BANK AG\ | 0.1% | 17.88K | 375.3K | 17.88K | +100.00% |
| Jun 30, 2026 | LYNCH & ASSOCIATES/IN | 0.08% | 15.21K | 319.17K | 0 | 0 |
| Jun 30, 2026 | MILLENNIUM MANAGEMENT LLC | 0.12% | 22.69K | 476.24K | -300.34K | -92.98% |
| Jun 30, 2026 | OCCUDO QUANTITATIVE STRATEGIES LP | 0.08% | 14.91K | 312.98K | 14.91K | +100.00% |
| Jun 30, 2026 | FARTHER FINANCE ADVISORS, LLC | 0.06% | 12K | 251.88K | 0 | 0 |
| Jun 30, 2026 | INTELLUS ADVISORS LLC | 0.05% | 10K | 209.9K | 0 | 0 |
| Jun 30, 2026 | PRICE T ROWE ASSOCIATES INC /MD/ | 0.08% | 15.25K | 321K | 15.25K | +100.00% |
| Jun 30, 2026 | VANGUARD PORTFOLIO MANAGEMENT LLC | 0.66% | 123.12K | 2.58M | 123.12K | +100.00% |
| Jun 30, 2026 | ANCORA ADVISORS, LLC | 0.55% | 102.55K | 2.15M | 27.16K | +36.03% |
| Jun 30, 2026 | GOLDMAN SACHS GROUP INC | 0.59% | 109.56K | 2.3M | 11.56K | +11.80% |
| Jun 30, 2026 | RENAISSANCE TECHNOLOGIES LLC | 0.63% | 116.81K | 2.45M | 73.51K | +169.77% |
| Jun 30, 2026 | 0.66% | 123.12K | 2.58M | 123.12K | +100.00% | |
| Jun 30, 2026 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.33% | 60.57K | 1.27M | 50.57K | +505.67% |
| Jun 30, 2026 | VANGUARD FIDUCIARY TRUST CO | 0.67% | 124.64K | 2.62M | 8.34K | +7.17% |
| Jun 30, 2026 | NORTHERN TRUST CORP | 0.77% | 143.82K | 3.02M | 103.63K | +257.86% |
| Jun 30, 2026 | MARSHALL WACE, LLP | 0.79% | 146.2K | 3.07M | 45.22K | +44.78% |
| Jun 30, 2026 | MORGAN STANLEY | 0.8% | 149.09K | 3.13M | 25.16K | +20.31% |
| Jun 30, 2026 | MACKENZIE FINANCIAL CORP | 0.05% | 9.67K | 203.02K | 9.67K | +100.00% |
| Jun 30, 2026 | JPMORGAN CHASE & CO | 0.2% | 37.85K | 800.46K | -20.46K | -35.08% |
| Jun 30, 2026 | OPPENHEIMER & CLOSE, LLC | 0.14% | 26.5K | 556.28K | 0 | 0 |
| Jun 30, 2026 | ENGINEERS GATE MANAGER LP | 0.08% | 15.42K | 323.67K | 2.81K | +22.31% |
| Jun 30, 2026 | HENNESSY ADVISORS INC | 0.85% | 157K | 3.3M | 2K | +1.29% |
| Jun 30, 2026 | TWO SIGMA INVESTMENTS, LP | 1.33% | 247.21K | 5.19M | 36.09K | +17.09% |
| Jun 30, 2026 | VANGUARD GLOBAL ADVISERS, LLC | 0.04% | 6.52K | 136.79K | 0 | 0 |
| Jun 30, 2026 | NEW YORK STATE COMMON RETIREMENT FUND | 0.03% | 6.4K | 134.34K | 6.4K | +100.00% |
| Jun 30, 2026 | BNP PARIBAS ARBITRAGE, SNC | 0.25% | 47.24K | 991.51K | 6.95K | +17.25% |
| Jun 30, 2026 | IRONWOOD INVESTMENT MANAGEMENT LLC | 0.29% | 53.64K | 1.13M | 7 | +0.01% |
| Jun 30, 2026 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 0.03% | 5.4K | 113.43K | 5.4K | +100.00% |
| Jun 30, 2026 | FLAGSHIP WEALTH ADVISORS, LLC | 0.03% | 5K | 104.95K | 5K | +100.00% |
| Jun 30, 2026 | STRS OHIO | 0.02% | 3.6K | 75.56K | 3.6K | +100.00% |
| Jun 30, 2026 | SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 0.33% | 60.57K | 1.27M | 60.57K | +100.00% |
| Jun 30, 2026 | POLARIS CAPITAL MANAGEMENT, LLC | 0.34% | 62.6K | 1.31M | 22.6K | +56.50% |
| Jun 30, 2026 | RUSSELL INVESTMENTS GROUP, LTD. | 0.36% | 66.08K | 1.39M | -10.82K | -14.07% |
| Jun 30, 2026 | BLACKROCK, INC. | 6.21% | 1.15M | 24.17M | 875.16K | +316.50% |
| Jun 30, 2026 | FREESTONE CAPITAL HOLDINGS, LLC | 0.19% | 34.76K | 729.54K | 2 | +0.01% |
| Jun 30, 2026 | ARBITER PARTNERS CAPITAL MANAGEMENT LLC | 0.18% | 32.8K | 688.47K | 0 | 0 |
| Jun 30, 2026 | INTEGRATED WEALTH CONCEPTS LLC | 0.1% | 17.74K | 372.32K | 17.74K | +100.00% |
| Jun 30, 2026 | RHUMBLINE ADVISERS | 0.09% | 16.99K | 356.64K | 16.99K | +100.00% |
| Jun 30, 2026 | AMERICAN CENTURY COMPANIES INC | 0.07% | 13.43K | 281.94K | 13.43K | +100.00% |
| Jun 30, 2026 | ROCKLAND TRUST CO | 0.07% | 12.65K | 265.44K | 0 | 0 |
| Jun 30, 2026 | CITIGROUP INC | 0.07% | 12.11K | 254.11K | -2.4K | -16.54% |
| Jun 30, 2026 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 1.97K | 41.43K | 1.97K | +100.00% |
| Jun 30, 2026 | SACHETTA, LLC | 0.01% | 1.8K | 37.72K | 1.8K | +100.00% |
| Jun 30, 2026 | AMERITAS INVESTMENT PARTNERS, INC. | 0.01% | 1.66K | 34.91K | 1.66K | +100.00% |
| Jun 30, 2026 | VANGUARD CAPITAL MANAGEMENT LLC | 4.31% | 800.79K | 16.81M | -21.18K | -2.58% |
| Jun 30, 2026 | PANAGORA ASSET MANAGEMENT INC | 0.24% | 44.7K | 938.17K | 44.7K | +100.00% |
| Jun 30, 2026 | GSA CAPITAL PARTNERS LLP | 0.19% | 35.21K | 739K | 35.21K | +100.00% |
| Jun 30, 2026 | STILWELL VALUE LLC | 0.19% | 35K | 734.65K | -5K | -12.50% |
| Jun 30, 2026 | VOLEON CAPITAL MANAGEMENT LP | 0.19% | 34.78K | 730.07K | 8.91K | +34.46% |
| Jun 30, 2026 | GREAT OAK CAPITAL PARTNERS, LLC | 0.18% | 34.16K | 694.42K | 2 | +0.01% |
| Jun 30, 2026 | BANK OF AMERICA CORP /DE/ | 0.18% | 33.49K | 703.04K | 6.98K | +26.34% |
| Jun 30, 2026 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.01% | 1.04K | 21.87K | 1.04K | +100.00% |
| Jun 30, 2026 | STERLING CAPITAL MANAGEMENT LLC | 0% | 369 | 7.75K | 369 | +100.00% |
| Jun 30, 2026 | EASTERN BANK | 0% | 123 | 2.58K | 0 | 0 |
| Jun 30, 2026 | FRANKLIN RESOURCES INC | 0.37% | 68.5K | 1.44M | -7.8K | -10.22% |
| Jun 30, 2026 | WHITE PINE CAPITAL LLC | 0.47% | 86.71K | 1.82M | -3.99K | -4.40% |
| Jun 30, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 0.5% | 92.49K | 1.94M | 16.31K | +21.41% |
| Mar 31, 2026 | MILLENNIUM MANAGEMENT LLC | 1.74% | 323.03K | 6.35M | 252.58K | +358.50% |
| Mar 31, 2026 | TREXQUANT INVESTMENT LP | 0.14% | 26.05K | 512.38K | 26.05K | +100.00% |
| Mar 31, 2026 | VOLEON CAPITAL MANAGEMENT LP | 0.14% | 25.87K | 508.82K | 25.87K | +100.00% |
| Mar 31, 2026 | UBS GROUP AG | 0.11% | 20.3K | 399.22K | -5.29K | -20.66% |
| Mar 31, 2026 | CITADEL ADVISORS LLC | 0.08% | 15.38K | 302.53K | 15.38K | +100.00% |
| Mar 31, 2026 | FARTHER FINANCE ADVISORS, LLC | 0.06% | 12K | 237.36K | 0 | 0 |
| Mar 31, 2026 | INTELLUS ADVISORS LLC | 0.05% | 10K | 196.7K | 0 | 0 |
| Mar 31, 2026 | STATE OF WYOMING | 0.04% | 8.07K | 158.76K | -9.54K | -54.17% |
| Mar 31, 2026 | VANGUARD GLOBAL ADVISERS, LLC | 0.04% | 6.52K | 128.19K | 6.52K | +100.00% |
| Mar 31, 2026 | WELLS FARGO & COMPANY/MN | 0.03% | 6.22K | 122.4K | 1 | +0.02% |
| Mar 31, 2026 | EASTERN BANK | 0% | 123 | 2.42K | 0 | 0 |
| Mar 31, 2026 | PHYSICIAN WEALTH ADVISORS, INC. | 0% | 66 | 1.3K | 0 | 0 |
| Mar 31, 2026 | RIALTO WEALTH MANAGEMENT, LLC | 0% | 33 | 650 | 33 | +100.00% |
| Mar 31, 2026 | BARE FINANCIAL SERVICES, INC | 0% | 29 | 570 | 29 | +100.00% |
| Mar 31, 2026 | M3F, INC. | 0% | 0 | - | -222.36K | -100.00% |
| Mar 31, 2026 | GREAT OAK CAPITAL PARTNERS, LLC | 0.18% | 34.16K | 691.64K | -953 | -2.71% |
| Mar 31, 2026 | ARBITER PARTNERS CAPITAL MANAGEMENT LLC | 0.18% | 32.8K | 645.18K | 0 | 0 |
| Mar 31, 2026 | LYNCH & ASSOCIATES/IN | 0.08% | 15.21K | 299.1K | 0 | 0 |
| Mar 31, 2026 | MALTESE CAPITAL MANAGEMENT LLC | 0.07% | 13.5K | 265.55K | -24.75K | -64.71% |
| Mar 31, 2026 | BANK OF AMERICA CORP /DE/ | 0.14% | 26.51K | 521.49K | 18.16K | +217.55% |
| Mar 31, 2026 | OPPENHEIMER & CLOSE, LLC | 0.14% | 26.5K | 521.29K | 0 | 0 |
| Mar 31, 2026 | 4.43% | 821.98K | 16.17M | 821.98K | +100.00% | |
| Mar 31, 2026 | BLACKROCK, INC. | 1.49% | 276.51K | 5.44M | -2.35K | -0.84% |
| Mar 31, 2026 | RUSSELL INVESTMENTS GROUP, LTD. | 0.41% | 76.9K | 1.51M | 76.9K | +100.00% |
| Mar 31, 2026 | FRANKLIN RESOURCES INC | 0.41% | 76.3K | 1.5M | -200 | -0.26% |
| Mar 31, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 0.41% | 76.18K | 1.5M | 7.34K | +10.66% |
| Mar 31, 2026 | ANCORA ADVISORS, LLC | 0.41% | 75.39K | 1.48M | 75.39K | +100.00% |
| Mar 31, 2026 | WHITE PINE CAPITAL LLC | 0.49% | 90.69K | 1.78M | 58.5K | +181.75% |
| Mar 31, 2026 | STATE STREET CORP | 0.34% | 62.92K | 1.24M | 7.8K | +14.15% |
| Mar 31, 2026 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.32% | 58.86K | 1.16M | 58.86K | +100.00% |
| Mar 31, 2026 | JPMORGAN CHASE & CO | 0.31% | 58.3K | 1.12M | 16.23K | +38.57% |
| Mar 31, 2026 | IRONWOOD INVESTMENT MANAGEMENT LLC | 0.29% | 53.64K | 1.06M | -551 | -1.02% |
| Mar 31, 2026 | SCHONFELD STRATEGIC ADVISORS LLC | 0.26% | 47.54K | 935.09K | 47.54K | +100.00% |
| Mar 31, 2026 | RENAISSANCE TECHNOLOGIES LLC | 0.23% | 43.3K | 851.71K | 31.1K | +254.92% |
| Mar 31, 2026 | JANE STREET GROUP, LLC | 0.23% | 42.71K | 840.16K | 27.24K | +176.03% |
| Mar 31, 2026 | HRT FINANCIAL LP | 0.07% | 13.09K | 257K | 13.09K | +100.00% |
| Mar 31, 2026 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 0.07% | 12.75K | 250.73K | 12.75K | +100.00% |
| Mar 31, 2026 | ROCKLAND TRUST CO | 0.07% | 12.65K | 248.75K | 0 | 0 |
| Mar 31, 2026 | ENGINEERS GATE MANAGER LP | 0.07% | 12.61K | 247.98K | 12.61K | +100.00% |
| Mar 31, 2026 | XTX TOPCO LTD | 0.07% | 12.43K | 244.46K | 944 | +8.22% |
| Mar 31, 2026 | BNP PARIBAS ARBITRAGE, SNC | 0.22% | 40.29K | 792.49K | 1.61K | +4.16% |
| Mar 31, 2026 | MORGAN STANLEY | 0.67% | 123.93K | 2.44M | 35.79K | +40.61% |
| Mar 31, 2026 | ALLIANCEBERNSTEIN L.P. | 0.73% | 134.88K | 2.27M | 0 | 0 |
| Mar 31, 2026 | HENNESSY ADVISORS INC | 0.84% | 155K | 3.05M | 60K | +63.16% |
| Mar 31, 2026 | TWO SIGMA INVESTMENTS, LP | 1.14% | 211.12K | 4.15M | 53K | +33.52% |
| Mar 31, 2026 | HUDSON BAY CAPITAL MANAGEMENT LP | 0.06% | 12K | 236.08K | 12K | +100.00% |
| Mar 31, 2026 | GEODE CAPITAL MANAGEMENT, LLC | 1.19% | 219.91K | 4.33M | 23.05K | +11.71% |
| Mar 31, 2026 | FJ CAPITAL MANAGEMENT LLC | 2.68% | 497.26K | 9.78M | 0 | 0 |
| Mar 31, 2026 | WELLINGTON MANAGEMENT GROUP LLP | 4.19% | 778.44K | 15.31M | -29.9K | -3.70% |
| Mar 31, 2026 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 6.45% | 1.2M | 23.56M | 31.63K | +2.71% |
| Mar 31, 2026 | VANGUARD FIDUCIARY TRUST CO | 0.63% | 116.3K | 2.29M | 116.3K | +100.00% |
| Mar 31, 2026 | MARSHALL WACE, LLP | 0.54% | 100.98K | 1.99M | 21.99K | +27.83% |
| Mar 31, 2026 | DEPRINCE RACE & ZOLLO INC | 0.11% | 20.3K | 399.22K | 20.3K | +100.00% |
| Mar 31, 2026 | POINT72 ASSET MANAGEMENT, L.P. | 0.09% | 17.58K | 345.74K | -1.93K | -9.88% |
| Mar 31, 2026 | NORTHERN TRUST CORP | 0.22% | 40.19K | 790.54K | -1.66K | -3.97% |
| Mar 31, 2026 | VANGUARD CAPITAL MANAGEMENT LLC | 4.43% | 821.98K | 16.17M | 821.98K | +100.00% |
| Mar 31, 2026 | STILWELL VALUE LLC | 0.22% | 40K | 786.8K | 0 | 0 |
| Mar 31, 2026 | FREESTONE CAPITAL HOLDINGS, LLC | 0.19% | 34.75K | 683.6K | 3 | +0.01% |
| Mar 31, 2026 | CITIGROUP INC | 0.08% | 14.51K | 285.31K | -7.98K | -35.48% |
| Mar 31, 2026 | GOLDMAN SACHS GROUP INC | 0.53% | 98K | 1.93M | 32.83K | +50.37% |
| Mar 31, 2026 | POLARIS CAPITAL MANAGEMENT, LLC | 0.22% | 40K | 786.8K | 0 | 0 |
| Mar 31, 2026 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.14% | 26.2K | 515.26K | 26.2K | +100.00% |
| Dec 31, 2025 | XTX TOPCO LTD | 0.06% | 11.48K | 193.05K | -9.17K | -44.40% |
| Dec 31, 2025 | NORTHERN TRUST CORP | 0.23% | 41.85K | 703.5K | 3.5K | +9.11% |
| Dec 31, 2025 | HENNESSY ADVISORS INC | 0.51% | 95K | 1.6M | 55K | +137.50% |
| Dec 31, 2025 | MORGAN STANLEY | 0.48% | 88.14K | 1.48M | 78.85K | +849.43% |
| Dec 31, 2025 | ALLWORTH FINANCIAL LP | 0.01% | 1.74K | 29.22K | 1.74K | +100.00% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0% | 269 | 5K | -6.91K | -96.25% |
| Dec 31, 2025 | VANGUARD GROUP INC | 5.36% | 993.64K | 16.7M | 2.34K | +0.24% |
| Dec 31, 2025 | OMERS ADMINISTRATION CORP | 0.07% | 12.4K | 208.44K | 12.4K | +100.00% |
| Dec 31, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.21% | 38.68K | 650.21K | 38.68K | +100.00% |
| Dec 31, 2025 | MALTESE CAPITAL MANAGEMENT LLC | 0.21% | 38.25K | 642.98K | -9.75K | -20.31% |
| Dec 31, 2025 | WHITE PINE CAPITAL LLC | 0.17% | 32.19K | 541.1K | 32.19K | +100.00% |
| Dec 31, 2025 | FJ CAPITAL MANAGEMENT LLC | 2.68% | 497.26K | 8.36M | 0 | 0 |
| Dec 31, 2025 | BLACKROCK, INC. | 1.5% | 278.86K | 4.69M | 6.27K | +2.30% |
| Dec 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 1.06% | 196.86K | 3.31M | 3.41K | +1.76% |
| Dec 31, 2025 | POINT72 ASSET MANAGEMENT, L.P. | 0.11% | 19.5K | 327.86K | 19.5K | +100.00% |
| Dec 31, 2025 | STATE OF WYOMING | 0.1% | 17.61K | 296.02K | 17.61K | +100.00% |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0.08% | 15.47K | 260.12K | 15.47K | +100.00% |
| Dec 31, 2025 | LYNCH & ASSOCIATES/IN | 0.08% | 15.21K | 255.61K | 0 | 0 |
| Dec 31, 2025 | OCCUDO QUANTITATIVE STRATEGIES LP | 0.07% | 13.49K | 226.8K | 13.49K | +100.00% |
| Dec 31, 2025 | OPPENHEIMER & CLOSE, LLC | 0.14% | 26.5K | 445.5K | 0 | 0 |
| Dec 31, 2025 | UBS GROUP AG | 0.14% | 25.58K | 430.03K | -149 | -0.58% |
| Dec 31, 2025 | CITIGROUP INC | 0.12% | 22.48K | 377.94K | 22.48K | +100.00% |
| Dec 31, 2025 | FREESTONE CAPITAL HOLDINGS, LLC | 0.19% | 34.75K | 584.16K | 0 | 0 |
| Dec 31, 2025 | ARBITER PARTNERS CAPITAL MANAGEMENT LLC | 0.18% | 32.8K | 551.37K | 32.8K | +100.00% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.05% | 8.35K | 140.35K | 2.43K | +41.13% |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 0.03% | 6.22K | 104.59K | 0 | 0 |
| Dec 31, 2025 | FLAGSHIP WEALTH ADVISORS, LLC | 0.03% | 5K | 84.05K | 0 | 0 |
| Dec 31, 2025 | TWO SIGMA INVESTMENTS, LP | 0.85% | 158.12K | 2.66M | -85.1K | -34.99% |
| Dec 31, 2025 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 6.29% | 1.17M | 19.6M | -52.13K | -4.28% |
| Dec 31, 2025 | WELLINGTON MANAGEMENT GROUP LLP | 4.36% | 808.34K | 13.59M | -87.32K | -9.75% |
| Dec 31, 2025 | ALLIANCEBERNSTEIN L.P. | 0.73% | 134.88K | 2.27M | 40.86K | +43.45% |
| Dec 31, 2025 | M3F, INC. | 1.2% | 222.36K | 3.74M | -106.41K | -32.37% |
| Dec 31, 2025 | MARSHALL WACE, LLP | 0.43% | 79K | 1.33M | 79K | +100.00% |
| Dec 31, 2025 | FRANKLIN RESOURCES INC | 0.41% | 76.5K | 1.29M | -1.5K | -1.92% |
| Dec 31, 2025 | MILLENNIUM MANAGEMENT LLC | 0.38% | 70.45K | 1.18M | 70.45K | +100.00% |
| Dec 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.37% | 68.84K | 1.16M | 15.5K | +29.06% |
| Dec 31, 2025 | GOLDMAN SACHS GROUP INC | 0.35% | 65.17K | 1.1M | -15.09K | -18.80% |
| Dec 31, 2025 | STATE STREET CORP | 0.3% | 55.12K | 926.6K | 27.96K | +102.94% |
| Dec 31, 2025 | ROCKLAND TRUST CO | 0.07% | 12.65K | 212.58K | 12.65K | +100.00% |
| Dec 31, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.07% | 12.2K | 205.08K | 12.2K | +100.00% |
| Dec 31, 2025 | FARTHER FINANCE ADVISORS, LLC | 0.06% | 12K | 201.72K | 12K | +100.00% |
| Dec 31, 2025 | GREAT OAK CAPITAL PARTNERS, LLC | 0.19% | 35.11K | 579.98K | 35.11K | +100.00% |
| Dec 31, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.05% | 10K | 168.1K | 0 | 0 |
| Dec 31, 2025 | INTELLUS ADVISORS LLC | 0.05% | 10K | 168.1K | 10K | +100.00% |
| Dec 31, 2025 | EASTERN BANK | 0% | 123 | 2.07K | 123 | +100.00% |
| Dec 31, 2025 | PHYSICIAN WEALTH ADVISORS, INC. | 0% | 66 | 1.11K | 66 | +100.00% |
| Dec 31, 2025 | CITADEL ADVISORS LLC | 0% | 0 | - | -118.25K | -100.00% |
| Dec 31, 2025 | MELFA WEALTH MANAGEMENT, LLC | 0% | 0 | - | -45K | -100.00% |
| Dec 31, 2025 | IRONWOOD INVESTMENT MANAGEMENT LLC | 0.29% | 54.19K | 910.87K | -139 | -0.26% |
| Dec 31, 2025 | TWO SIGMA ADVISERS, LP | 0.27% | 49.5K | 832.1K | 21K | +73.68% |
| Dec 31, 2025 | JPMORGAN CHASE & CO | 0.23% | 42.07K | 707.25K | 42.06K | +467,377.78% |
| Dec 31, 2025 | POLARIS CAPITAL MANAGEMENT, LLC | 0.22% | 40K | 672.4K | 0 | 0 |
| Dec 31, 2025 | STILWELL VALUE LLC | 0.22% | 40K | 672.4K | 0 | 0 |
| Dec 31, 2025 | MERCER GLOBAL ADVISORS INC /ADV | 0.19% | 34.82K | 585.39K | 0 | 0 |
| Sep 30, 2025 | POLARIS CAPITAL MANAGEMENT, LLC | 0.22% | 40K | 597.6K | 40K | +100.00% |
| Sep 30, 2025 | HENNESSY ADVISORS INC | 0.22% | 40K | 597.6K | 40K | +100.00% |
| Sep 30, 2025 | MELFA WEALTH MANAGEMENT, LLC | 0.24% | 45K | 672.3K | 45K | +100.00% |
| Sep 30, 2025 | MALTESE CAPITAL MANAGEMENT LLC | 0.26% | 48K | 717.12K | 48K | +100.00% |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.29% | 53.34K | 797K | 53.34K | +100.00% |
| Sep 30, 2025 | IRONWOOD INVESTMENT MANAGEMENT LLC | 0.29% | 54.33K | 811.62K | 54.33K | +100.00% |
| Sep 30, 2025 | FRANKLIN RESOURCES INC | 0.42% | 78K | 1.17M | 78K | +100.00% |
| Sep 30, 2025 | GOLDMAN SACHS GROUP INC | 0.43% | 80.26K | 1.2M | 80.26K | +100.00% |
| Sep 30, 2025 | ALLIANCEBERNSTEIN L.P. | 0.51% | 94.02K | 1.4M | 94.02K | +100.00% |
| Sep 30, 2025 | CITADEL ADVISORS LLC | 0.64% | 118.25K | 1.77M | 118.25K | +100.00% |
| Sep 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 1.04% | 193.45K | 2.89M | 193.45K | +100.00% |
| Sep 30, 2025 | TWO SIGMA INVESTMENTS, LP | 1.31% | 243.22K | 3.63M | 243.22K | +100.00% |
| Sep 30, 2025 | BLACKROCK, INC. | 1.47% | 272.59K | 4.07M | 272.59K | +100.00% |
| Sep 30, 2025 | M3F, INC. | 1.78% | 328.77K | 4.91M | 328.77K | +100.00% |
| Sep 30, 2025 | FJ CAPITAL MANAGEMENT LLC | 2.69% | 497.26K | 7.43M | 497.26K | +100.00% |
| Sep 30, 2025 | WELLINGTON MANAGEMENT GROUP LLP | 4.84% | 895.66K | 13.38M | 895.66K | +100.00% |
| Sep 30, 2025 | VANGUARD GROUP INC | 5.35% | 991.3K | 14.81M | 991.3K | +100.00% |
| Sep 30, 2025 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 6.58% | 1.22M | 18.2M | 1.22M | +100.00% |
| Sep 30, 2025 | MORGAN STANLEY | 0.05% | 9.28K | 138.69K | 9.28K | +100.00% |
| Sep 30, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.05% | 10K | 149.4K | 10K | +100.00% |
| Sep 30, 2025 | CUBIST SYSTEMATIC STRATEGIES, LLC | 0.05% | 10.13K | 151.41K | 10.13K | +100.00% |
| Sep 30, 2025 | LYNCH & ASSOCIATES/IN | 0.08% | 15.21K | 227.18K | 15.21K | +100.00% |
| Sep 30, 2025 | XTX TOPCO LTD | 0.11% | 20.66K | 308.59K | 20.66K | +100.00% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0.04% | 7.18K | 107K | 7.18K | +100.00% |
| Sep 30, 2025 | OPPENHEIMER & CLOSE, LLC | 0.14% | 26.5K | 395.94K | 26.5K | +100.00% |
| Sep 30, 2025 | POINT72 (DIFC) LTD | 0.17% | 30.59K | 457.06K | 30.59K | +100.00% |
| Sep 30, 2025 | FLAGSHIP WEALTH ADVISORS, LLC | 0.03% | 5K | 74.7K | 5K | +100.00% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.03% | 5.92K | 88.39K | 5.92K | +100.00% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0.03% | 6.22K | 92.96K | 6.22K | +100.00% |
| Sep 30, 2025 | STATE STREET CORP | 0.15% | 27.16K | 405.8K | 27.16K | +100.00% |
| Sep 30, 2025 | TWO SIGMA ADVISERS, LP | 0.15% | 28.5K | 425.79K | 28.5K | +100.00% |
| Sep 30, 2025 | FREESTONE CAPITAL HOLDINGS, LLC | 0.19% | 34.75K | 519.18K | 34.75K | +100.00% |
| Sep 30, 2025 | MERCER GLOBAL ADVISORS INC /ADV | 0.19% | 34.82K | 520.27K | 34.82K | +100.00% |
| Sep 30, 2025 | JPMORGAN CHASE & CO | 0% | 9 | 134 | 9 | +100.00% |
| Sep 30, 2025 | NORTHERN TRUST CORP | 0.21% | 38.36K | 573.02K | 38.36K | +100.00% |
| Sep 30, 2025 | UBS GROUP AG | 0.14% | 25.73K | 384.42K | 25.73K | +100.00% |
| Sep 30, 2025 | STILWELL VALUE LLC | 0.22% | 40K | 597.6K | 40K | +100.00% |
Among the AVBC insiders holding of 11.25% of the stake in company, COZZONE ROBERT D, President & CEO, holds the largest shares of 67.36K. GRIMALDO JOSEPH F, director, is the second largest AVBC insider with ownership of 49.66K shares. BALL JAMES N, director, stands third with possession of 45K shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| COZZONE ROBERT D | President & CEO | 67.36K |
| GRIMALDO JOSEPH F | director | 49.66K |
| BALL JAMES N | director | 45K |
| JENSEN BARRY H | EVP and Chief Admin Officer | 42K |
| MURPHY BARTHOLOMEW H JR | EVP & Chief Operating Off | 23K |
| DOANE THOMAS | EVP- Human Resources | 19.42K |
| NELSON JONATHAN MICHAEL | CFO and Treasurer | 19.05K |
| KARMELEK NICOLAS | EVP and CRO | 7.73K |
| MURPHY MICHAEL DENNIS | Chairman of the Board | 7.23K |
| GILLES MICHAEL O | director | 5K |
| SAUL KENNEDY O | director | 4.16K |
| GIRARD MICHAEL R | director | 975 |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Sep 03, 2026 | NELSON JONATHAN MICHAEL | PURCHASE | 22.19 | 4.5K | 99.86K | 19.05K |
| Aug 26, 2026 | GRIMALDO JOSEPH F | PURCHASE | 22.02 | 5K | 110.09K | 49.66K |
| Aug 17, 2026 | DOANE THOMAS | PURCHASE | 22.31 | 1.73K | 38.51K | 19.42K |
| Aug 11, 2026 | GRIMALDO JOSEPH F | PURCHASE | 21.44 | 4.66K | 99.79K | 44.66K |
| Aug 11, 2026 | SAUL KENNEDY O | PURCHASE | 21.61 | 13 | 280.93 | 4.16K |
| May 29, 2026 | COZZONE ROBERT D | PURCHASE | 18.80 | 2.13K | 40.01K | 67.36K |
| May 27, 2026 | KARMELEK NICOLAS | PURCHASE | 19.08 | 19 | 362.52 | 7.73K |
| May 18, 2026 | JENSEN BARRY H | PURCHASE | 18.88 | 500 | 9.44K | 42K |
| May 15, 2026 | GILLES MICHAEL O | PURCHASE | 18.92 | 1K | 18.92K | 5K |
| May 08, 2026 | JENSEN BARRY H | PURCHASE | 20.19 | 1K | 20.19K | 41K |
| Apr 29, 2026 | JENSEN BARRY H | PURCHASE | 20.30 | 1K | 20.3K | 40K |
| Apr 28, 2026 | KARMELEK NICOLAS | PURCHASE | 20.76 | 1.21K | 25.1K | 7.69K |
| Mar 18, 2026 | MURPHY BARTHOLOMEW H JR | PURCHASE | 19.15 | 1.5K | 28.73K | 23K |
| Mar 12, 2026 | JENSEN BARRY H | PURCHASE | 18.69 | 1K | 18.69K | 39K |
| Mar 12, 2026 | GIRARD MICHAEL R | PURCHASE | 18.80 | 450 | 8.46K | 975 |
| Mar 12, 2026 | MURPHY BARTHOLOMEW H JR | PURCHASE | 18.62 | 440 | 8.19K | 10.44K |
| Mar 09, 2026 | NELSON JONATHAN MICHAEL | PURCHASE | 19.39 | 2.58K | 50K | 22.38K |
| Mar 09, 2026 | MURPHY BARTHOLOMEW H JR | PURCHASE | 19.09 | 1.5K | 28.63K | 21.5K |
| Mar 02, 2026 | KARMELEK NICOLAS | PURCHASE | 18.59 | 1.09K | 20.26K | 6.49K |
| Mar 02, 2026 | COZZONE ROBERT D | PURCHASE | 18.79 | 1.06K | 19.99K | 63.21K |
| Feb 25, 2026 | KARMELEK NICOLAS | PURCHASE | 18.92 | 14 | 264.88 | 7.71K |
| Feb 23, 2026 | JENSEN BARRY H | PURCHASE | 18.65 | 1K | 18.65K | 37K |
| Feb 11, 2026 | JENSEN BARRY H | PURCHASE | 18.95 | 1K | 18.95K | 36K |
| Feb 11, 2026 | COZZONE ROBERT D | PURCHASE | 19.36 | 2.58K | 49.99K | 62.14K |
| Dec 17, 2025 | JENSEN BARRY H | PURCHASE | 17.07 | 2.5K | 42.67K | 35K |
| Dec 01, 2025 | BALL JAMES N | PURCHASE | 16.13 | 5K | 80.66K | 45K |
| Dec 01, 2025 | MURPHY MICHAEL DENNIS | PURCHASE | 16.00 | 6.23K | 99.67K | 7.23K |
| Nov 24, 2025 | NELSON JONATHAN MICHAEL | PURCHASE | 15.41 | 3.25K | 50.01K | 19.8K |
| Nov 21, 2025 | COZZONE ROBERT D | PURCHASE | 15.33 | 3.26K | 50K | 59.56K |
| Nov 18, 2025 | GIRARD MICHAEL R | PURCHASE | 14.96 | 525 | 7.86K | 525 |
| Nov 18, 2025 | JENSEN BARRY H | PURCHASE | 14.92 | 408 | 6.09K | 30.41K |
| Nov 13, 2025 | JENSEN BARRY H | PURCHASE | 15.24 | 5K | 76.22K | 30K |
| Nov 10, 2025 | COZZONE ROBERT D | PURCHASE | 15.43 | 3.24K | 50K | 56.3K |
| Nov 07, 2025 | MURPHY MICHAEL DENNIS | PURCHASE | 15.11 | 2.5K | 37.76K | 49K |
| Nov 06, 2025 | MURPHY MICHAEL DENNIS | PURCHASE | 15.10 | 1K | 15.1K | 1K |
| Nov 05, 2025 | COZZONE ROBERT D | PURCHASE | 15.26 | 3.28K | 50.01K | 53.06K |
| Nov 05, 2025 | MURPHY MICHAEL DENNIS | PURCHASE | 15.13 | 6.5K | 98.31K | 46.5K |
| Nov 03, 2025 | COZZONE ROBERT D | PURCHASE | 15.10 | 3.31K | 50K | 49.78K |
| Oct 31, 2025 | JENSEN BARRY H | PURCHASE | 14.78 | 293 | 4.33K | 22.79K |
| Oct 30, 2025 | JENSEN BARRY H | PURCHASE | 15.00 | 2.5K | 37.5K | 22.5K |
| Oct 30, 2025 | COZZONE ROBERT D | PURCHASE | 15.03 | 3.33K | 49.99K | 46.47K |