COMMONWEALTH EQUITY SERVICES, LLC AVBC — AVIDIA BANCORP INC

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  4 quarters on record

AI Ownership Summary

COMMONWEALTH EQUITY SERVICES, LLC reported AVIDIA BANCORP INC (AVBC) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. The latest visible filing shows AVBC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AVBC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COMMONWEALTH EQUITY SERVICES, LLC's position in AVIDIA BANCORP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AVBC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AVBC stock page COMMONWEALTH EQUITY SERVICES, LLC fund profile COMMONWEALTH EQUITY SERVICES, LLC full holdings
How COMMONWEALTH EQUITY SERVICES, LLC held AVBC — position size vs. price
% of Fund (quarterly)    AVBC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 92,488 +16,307 +21.4% 0.00% $1.9M 2026-07-29 $22.37
2026 Q1 ADDED — — — 76,181 +7,337 +10.7% 0.00% $1.5M 2026-04-27 $20.86
2025 Q4 ADDED — — — 68,844 +15,500 +29.1% 0.00% $1.2M 2026-02-12 $18.97
2025 Q3 INITIATED — — — 53,344 — — 0.00% $797K 2025-10-22 $14.71

🏢 Other funds also holding AVBC

As of 2026 Q2 — sorted by position size

GREAT OAK CAPITAL PARTNERS, LLC 0.15% Polaris Capital Management, LLC 3Y 7Y 0.12% HENNESSY ADVISORS INC 3Y 7Y 0.11% LYNCH & ASSOCIATES/IN 3Y 7Y 0.06% FLAGSHIP WEALTH ADVISORS, LLC 0.02% Sachetta, LLC 0.02% ROCKLAND TRUST CO 3Y 7Y 0.01% Farther Finance Advisors, LLC 0.0% Police & Firemen's Retirement System of New Jersey 0.0% Physician Wealth Advisors, Inc. 3Y 0.0%

FAQ About COMMONWEALTH EQUITY SERVICES, LLC and AVBC

These are the practical questions this page is built to answer before you even open the full history table.

How long has COMMONWEALTH EQUITY SERVICES, LLC reported owning AVBC?

COMMONWEALTH EQUITY SERVICES, LLC reported AVBC across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported AVBC position in COMMONWEALTH EQUITY SERVICES, LLC's portfolio?

The largest reported portfolio weight for AVBC was 0.00% in 2026 Q2.

What is the latest reported AVBC position on this page?

The most recent filing on this page is 2026 Q2, when COMMONWEALTH EQUITY SERVICES, LLC reported 92,488 shares, equal to 0.00% of portfolio, with an estimated market value of $1.9M.

What does the chart on this AVBC ownership page compare?

The chart compares COMMONWEALTH EQUITY SERVICES, LLC's quarterly AVBC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did COMMONWEALTH EQUITY SERVICES, LLC time their AVBC position?

Based on 13F filing dates vs. subsequent AVBC price moves, COMMONWEALTH EQUITY SERVICES, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on AVBC relative to SPY over the holding period was +50.4%.

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