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Avidia Bancorp, Inc. (AVBC)
USD20.19
-0.19 (-0.93%)
US NYSE Financial Services Banks - Regional
Address
42 Main Street 1749
Hudson, MA, US
Hudson, MA, US
CEO
Robert D. Cozzone
Website
avidiabank.com
IPO
2025-08-01
CIK 2058758 ISIN US05369T1007
Description
Avidia Bancorp, Inc., which serves as the parent entity for Avidia Bank, delivers a comprehensive array of financial products and services to individual consumers and corporate clients alike. Its deposit offerings include diverse checking accounts (both interest and non-interest-bearing), savings accounts, money market accounts, certificates of deposit, and individual retirement accounts. The company also extends a broad spectrum of credit facilities, such as commercial and industrial loans, various residential mortgages (including single-family, home equity, and second mortgages), multi-family and commercial real estate financing, construction and land development loans, alongside consumer loans like auto and general business term loans. Furthermore, Avidia provides payment processing solutions and strategically invests in securities, primarily composed of U.S. Treasury, government agency, and municipal bonds. Established in 1869, the corporation maintains its principal office in Hudson, Massachusetts.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD20.19
-0.19 (-0.93%)
Loading historical data…
Volume Profile
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Liquidity & share structure
Average Volume
104.2K
Beta
-0.35
Float Shares
17.89M
Free Float %
89.1%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.03% | -0.26% | -8.23% | +1.76% | +20.40% | +13.38% | +30.19% | +30.19% | +30.19% | +30.19% | +30.19% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
20.19
Ratings Trend (MoM)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
0.29
Distress
Piotroski F-Score
7 / 9
Strong
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
-
Revenue growth+4.9% Q1'26: +8.9% (vs Q1'25)
-
EPS growth-131.6% Q1'26: +155.2% (vs Q1'25)
-
FCF margin— Q1'26: +0.0% (vs Q1'25)
-
EBIT margin— Q1'26: +21.6% (vs Q1'25)
-
ROIC— Q1'26: +4.0% (vs Q1'25)
-
Share dilution-7.7% Q1'26: -7.6% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 7.11× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|
| Revenue |
147.61M
est: 104.37M (+41.4%)
|
115.86M
115.86M – 115.86M
+11.0% YoY
|
122.18M
122.18M – 122.18M
+5.5% YoY
|
| EBITDA |
-5.68M
est: 5.20M (-209.3%)
|
5.77M
5.77M – 5.77M
+11.0% YoY
|
6.09M
6.09M – 6.09M
+5.5% YoY
|
| EBIT |
-5.68M
est: 4.25M (-233.8%)
|
4.71M
4.71M – 4.71M
+11.0% YoY
|
4.97M
4.97M – 4.97M
+5.5% YoY
|
| Net Income |
-3.29M
est: 4.63M (-171.0%)
|
24.28M
24.28M – 24.28M
+424.0% YoY
|
26.13M
26.13M – 26.13M
+7.6% YoY
|
| SGA |
46.07M
est: 20.84M (+121.0%)
|
23.14M
23.14M – 23.14M
+11.0% YoY
|
24.40M
24.40M – 24.40M
+5.5% YoY
|
| EPS |
-0.18
est: 0.25 (-172.0%)
|
1.31
1.31 – 1.31
+424.0% YoY
|
1.41
1.41 – 1.41
+7.6% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-27 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-26 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-22 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-21 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-20 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-19 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-18 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-15 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-14 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-13 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-12 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-11 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-08 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-07 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-06 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-05 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-04 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-01 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-30 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-29 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-28 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-27 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-24 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-23 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-22 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-21 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-20 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-17 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-16 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
31.39M
OE per share TTM
1.70
Owner's Yield
8.87%
Maintenance CapEx ratio
12.42%
Maint CapEx / Avg PPE
24.0%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
65
Total invested
126.54M
Insider transactions (90d)
11
Beneficial owners (>5%)
0
Beneficial owners (>5%)
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
65
+13 vs prev Q
New positions
20
Closed positions
7
Increased
40
Reduced
11
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 1.17M -52.1K (-4.3%) | 19.60M +1.4M (+7.7%) | 6.29% -0.285 pp | 0.01% +0.001 pp | USD14.94 +12.5% | 2 qtrs — |
| 2 | VANGUARD GROUP INC | 993.6K +2.3K (+0.2%) | 16.70M +1.9M (+12.8%) | 5.36% +0.010 pp | 0.00% +0.000 pp | USD14.94 +12.5% | 2 qtrs — |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | 808.3K -87.3K (-9.7%) | 13.59M +207.0K (+1.5%) | 4.36% -0.474 pp | 0.00% +0.000 pp | USD14.94 +12.5% | 2 qtrs — |
| 4 | FJ CAPITAL MANAGEMENT LLC | 497.3K +— (+0.0%) | 8.36M +929.9K (+12.5%) | 2.68% -0.002 pp | 0.92% +0.130 pp | USD14.94 +12.5% | 2 qtrs — |
| 5 | BLACKROCK, INC. | 278.9K +6.3K (+2.3%) | 4.69M +615.2K (+15.1%) | 1.50% +0.033 pp | 0.00% +0.000 pp | USD14.98 +12.2% | 2 qtrs — |
| 6 | M3F, INC. | 222.4K -106.4K (-32.4%) | 3.74M -1.2M (-23.9%) | 1.20% -0.575 pp | 1.03% -0.365 pp | USD14.94 +12.5% | 2 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 196.9K +3.4K (+1.8%) | 3.31M +419.1K (+14.5%) | 1.06% +0.018 pp | 0.00% +0.000 pp | USD14.97 +12.3% | 2 qtrs — |
| 8 | TWO SIGMA INVESTMENTS, LP | 158.1K -85.1K (-35.0%) | 2.66M -975.6K (-26.9%) | 0.85% -0.460 pp | 0.00% -0.002 pp | USD14.94 +12.5% | 2 qtrs — |
| 9 | ALLIANCEBERNSTEIN L.P. | 134.9K +40.9K (+43.5%) | 2.27M +862.6K (+61.4%) | 0.73% +0.220 pp | 0.00% +0.000 pp | USD15.51 +8.4% | 2 qtrs — |
| 10 | HENNESSY ADVISORS INC | 95.0K +55.0K (+137.5%) | 1.60M +999.4K (+167.2%) | 0.51% +0.297 pp | 0.06% +0.036 pp | USD16.02 +4.9% | 2 qtrs — |
| 11 | MORGAN STANLEY | 88.1K +78.9K (+849.4%) | 1.48M +1.3M (+968.3%) | 0.48% +0.426 pp | 0.00% +0.000 pp | USD16.61 +1.2% | 2 qtrs — |
| 12 | MARSHALL WACE, LLP | 79.0K +79.0K (+100.0%) | 1.33M +1.3M (+100.0%) | 0.43% +0.426 pp | 0.00% +0.001 pp | USD16.81 +0.0% | 1 qtrs NEW |
| 13 | FRANKLIN RESOURCES INC | 76.5K -1.5K (-1.9%) | 1.29M +120.6K (+10.4%) | 0.41% -0.009 pp | 0.00% +0.000 pp | USD14.94 +12.5% | 2 qtrs — |
| 14 | MILLENNIUM MANAGEMENT LLC | 70.5K +70.5K (+100.0%) | 1.18M +1.2M (+100.0%) | 0.38% +0.380 pp | 0.00% +0.001 pp | USD16.81 +0.0% | 1 qtrs NEW |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 68.8K +15.5K (+29.1%) | 1.16M +360.3K (+45.2%) | 0.37% +0.084 pp | 0.00% +0.001 pp | USD15.36 +9.4% | 2 qtrs — |
| 16 | GOLDMAN SACHS GROUP INC | 65.2K -15.1K (-18.8%) | 1.10M -103.5K (-8.6%) | 0.35% -0.082 pp | 0.00% +0.000 pp | USD14.94 +12.5% | 2 qtrs — |
| 17 | STATE STREET CORP | 55.1K +28.0K (+102.9%) | 926.6K +520.8K (+128.3%) | 0.30% +0.151 pp | 0.00% +0.000 pp | USD15.89 +5.8% | 2 qtrs — |
| 18 | IRONWOOD INVESTMENT MANAGEMENT LLC | 54.2K -139.0 (-0.3%) | 910.9K +99.3K (+12.2%) | 0.29% -0.001 pp | 0.38% +0.029 pp | USD14.94 +12.5% | 2 qtrs — |
| 19 | TWO SIGMA ADVISERS, LP | 49.5K +21.0K (+73.7%) | 832.1K +406.3K (+95.4%) | 0.27% +0.113 pp | 0.00% +0.001 pp | USD15.73 +6.9% | 2 qtrs — |
| 20 | JPMORGAN CHASE & CO | 42.1K +42.1K (+467,377.8%) | 707.2K +707.1K (+527,696.3%) | 0.23% +0.227 pp | 0.00% +0.000 pp | USD16.81 +0.0% | 2 qtrs — |
| 21 | NORTHERN TRUST CORP | 41.9K +3.5K (+9.1%) | 703.5K +130.5K (+22.8%) | 0.23% +0.019 pp | 0.00% +0.000 pp | USD15.10 +11.3% | 2 qtrs — |
| 22 | STILWELL VALUE LLC | 40.0K +— (+0.0%) | 672.4K +74.8K (+12.5%) | 0.22% 0.000 pp | 0.37% +0.107 pp | USD14.94 +12.5% | 2 qtrs — |
| 23 | POLARIS CAPITAL MANAGEMENT, LLC | 40.0K +— (+0.0%) | 672.4K +74.8K (+12.5%) | 0.22% 0.000 pp | 0.06% +0.017 pp | USD14.94 +12.5% | 2 qtrs — |
| 24 | BNP PARIBAS ARBITRAGE, SNC | 38.7K +38.7K (+100.0%) | 650.2K +650.2K (+100.0%) | 0.21% +0.209 pp | 0.00% +0.000 pp | USD16.81 +0.0% | 1 qtrs NEW |
| 25 | MALTESE CAPITAL MANAGEMENT LLC | 38.3K -9.8K (-20.3%) | 643.0K -74.1K (-10.3%) | 0.21% -0.053 pp | 0.11% +0.006 pp | USD14.94 +12.5% | 2 qtrs — |
| 26 | MERCER GLOBAL ADVISORS INC /ADV | 34.8K +— (+0.0%) | 585.4K +65.1K (+12.5%) | 0.19% 0.000 pp | 0.00% +0.000 pp | USD14.94 +12.5% | 2 qtrs — |
| 27 | FREESTONE CAPITAL HOLDINGS, LLC | 34.8K +— (+0.0%) | 584.2K +65.0K (+12.5%) | 0.19% 0.000 pp | 0.02% +0.001 pp | USD14.94 +12.5% | 2 qtrs — |
| 28 | GREAT OAK CAPITAL PARTNERS, LLC | 35.1K +35.1K (+100.0%) | 580.0K +580.0K (+100.0%) | 0.19% +0.190 pp | 0.15% +0.146 pp | USD16.81 +0.0% | 1 qtrs NEW |
| 29 | ARBITER PARTNERS CAPITAL MANAGEMENT LLC | 32.8K +32.8K (+100.0%) | 551.4K +551.4K (+100.0%) | 0.18% +0.177 pp | 0.27% +0.269 pp | USD16.81 +0.0% | 1 qtrs NEW |
| 30 | WHITE PINE CAPITAL LLC | 32.2K +32.2K (+100.0%) | 541.1K +541.1K (+100.0%) | 0.17% +0.174 pp | 0.15% +0.149 pp | USD16.81 +0.0% | 1 qtrs NEW |
| 31 | OPPENHEIMER & CLOSE, LLC | 26.5K +— (+0.0%) | 445.5K +49.6K (+12.5%) | 0.14% 0.000 pp | 0.30% +0.036 pp | USD14.94 +12.5% | 2 qtrs — |
| 32 | UBS GROUP AG | 25.6K -149.0 (-0.6%) | 430.0K +45.6K (+11.9%) | 0.14% -0.001 pp | 0.00% +0.000 pp | USD14.94 +12.5% | 2 qtrs — |
| 33 | CITIGROUP INC | 22.5K +22.5K (+100.0%) | 377.9K +377.9K (+100.0%) | 0.12% +0.121 pp | 0.00% +0.000 pp | USD16.81 +0.0% | 1 qtrs NEW |
| 34 | POINT72 ASSET MANAGEMENT, L.P. | 19.5K +19.5K (+100.0%) | 327.9K +327.9K (+100.0%) | 0.11% +0.105 pp | 0.00% +0.000 pp | USD16.81 +0.0% | 1 qtrs NEW |
| 35 | STATE OF WYOMING | 17.6K +17.6K (+100.0%) | 296.0K +296.0K (+100.0%) | 0.10% +0.095 pp | 0.03% +0.032 pp | USD16.81 +0.0% | 1 qtrs NEW |
| 36 | JANE STREET GROUP, LLC | 15.5K +15.5K (+100.0%) | 260.1K +260.1K (+100.0%) | 0.08% +0.084 pp | 0.00% +0.000 pp | USD16.81 +0.0% | 1 qtrs NEW |
| 37 | LYNCH & ASSOCIATES/IN | 15.2K +— (+0.0%) | 255.6K +28.4K (+12.5%) | 0.08% +0.000 pp | 0.05% +0.005 pp | USD14.94 +12.5% | 2 qtrs — |
| 38 | OCCUDO QUANTITATIVE STRATEGIES LP | 13.5K +13.5K (+100.0%) | 226.8K +226.8K (+100.0%) | 0.07% +0.073 pp | 0.02% +0.015 pp | USD16.81 +0.0% | 1 qtrs NEW |
| 39 | ROCKLAND TRUST CO | 12.6K +12.6K (+100.0%) | 212.6K +212.6K (+100.0%) | 0.07% +0.068 pp | 0.01% +0.008 pp | USD16.81 +0.0% | 1 qtrs NEW |
| 40 | OMERS ADMINISTRATION CORP | 12.4K +12.4K (+100.0%) | 208.4K +208.4K (+100.0%) | 0.07% +0.067 pp | 0.00% +0.002 pp | USD16.81 +0.0% | 1 qtrs NEW |
| 41 | RENAISSANCE TECHNOLOGIES LLC | 12.2K +12.2K (+100.0%) | 205.1K +205.1K (+100.0%) | 0.07% +0.066 pp | 0.00% +0.000 pp | USD16.81 +0.0% | 1 qtrs NEW |
| 42 | FARTHER FINANCE ADVISORS, LLC | 12.0K +12.0K (+100.0%) | 201.7K +201.7K (+100.0%) | 0.06% +0.065 pp | 0.00% +0.002 pp | USD16.81 +0.0% | 1 qtrs NEW |
| 43 | XTX TOPCO LTD | 11.5K -9.2K (-44.4%) | 193.0K -115.5K (-37.4%) | 0.06% -0.050 pp | 0.01% -0.011 pp | USD14.94 +12.5% | 2 qtrs — |
| 44 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10.0K +— (+0.0%) | 168.1K +18.7K (+12.5%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD14.94 +12.5% | 2 qtrs — |
| 45 | INTELLUS ADVISORS LLC | 10.0K +10.0K (+100.0%) | 168.1K +168.1K (+100.0%) | 0.05% +0.054 pp | 0.02% +0.022 pp | USD16.81 +0.0% | 1 qtrs NEW |
| 46 | BANK OF AMERICA CORP /DE/ | 8.3K +2.4K (+41.1%) | 140.3K +52.0K (+58.8%) | 0.05% +0.013 pp | 0.00% +0.000 pp | USD15.48 +8.6% | 2 qtrs — |
| 47 | WELLS FARGO & COMPANY/MN | 6.2K +— (+0.0%) | 104.6K +11.6K (+12.5%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD14.94 +12.5% | 2 qtrs — |
| 48 | FLAGSHIP WEALTH ADVISORS, LLC | 5.0K +— (+0.0%) | 84.1K +9.4K (+12.5%) | 0.03% +0.000 pp | 0.02% 0.000 pp | USD14.94 +12.5% | 2 qtrs — |
| 49 | ALLWORTH FINANCIAL LP | 1.7K +1.7K (+100.0%) | 29.2K +29.2K (+100.0%) | 0.01% +0.009 pp | 0.00% +0.000 pp | USD16.81 +0.0% | 1 qtrs NEW |
| 50 | ROYAL BANK OF CANADA | 269.00 -6.9K (-96.3%) | 5.0K -102.0K (-95.3%) | 0.00% -0.037 pp | 0.00% +0.000 pp | USD14.94 +12.5% | 2 qtrs — |
| 51 | EASTERN BANK | 123.00 +123.0 (+100.0%) | 2.1K +2.1K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD16.80 +0.1% | 1 qtrs NEW |
| 52 | PHYSICIAN WEALTH ADVISORS, INC. | 66.00 +66.0 (+100.0%) | 1.1K +1.1K (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD16.80 +0.1% | 1 qtrs NEW |
| 53 | MELFA WEALTH MANAGEMENT, LLC | — -45.0K (-100.0%) | — -672.3K (-100.0%) | 0.00% -0.243 pp | 0.00% -0.394 pp | USD— | 2 qtrs SOLD |
| 54 | CITADEL ADVISORS LLC | — -118.2K (-100.0%) | — -1.8M (-100.0%) | 0.00% -0.639 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 37 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Micro-Cap ETF IWC | 0.08% | 1.26M | 0.60% |
| 2 | iShares Russell 2000 Value ETF IWN | 0.02% | 3.49M | 0.24% |
| 3 | Xtrackers Russell 2000 UCITS ETF 1C XRSU.L | 0.01% | 351.9K | 0.30% |
| 4 | State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L | 0.01% | 668.9K | 0.30% |
| 5 | Global X - Russell 2000 ETF RSSL | 0.01% | 174.8K | 0.08% |
| 6 | Invesco Russell 2000 UCITS ETF RTYS.L | 0.01% | 37.9K | 0.25% |
| 7 | Invesco Russell 2000 Dynamic Multifactor ETF OMFS | 0.01% | 26.7K | 0.39% |
| 8 | iShares Russell 2000 BuyWrite ETF IWMW | 0.01% | 4.8K | 0.39% |
| 9 | iShares Russell 2000 ETF IWM | 0.01% | 6.99M | 0.19% |
| 10 | iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO | 0.01% | 45.6K | 0.36% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
13
Sells
0
Shares acquired
21.3K
Shares disposed
—
Cash buys
13.00
Cash sales
—
Net activity
+21,342
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-18 | Jensen Barry H | Officer | P-Purchase | A | Common Stock | 500 | 18.88 | 9.4K | 42,000 | D | ↗ |
| 2026-05-14 | Jensen Barry H | Officer | P-Purchase | A | Common Stock | 500 | 19.26 | 9.6K | 41,500 | D | ↗ |
| 2026-05-14 | GILLES MICHAEL O | Director | P-Purchase | A | Common Stock | 1,000 | 19.50 | 19.5K | 25,096 | D | ↗ |
| 2026-05-13 | GILLES MICHAEL O | Director | P-Purchase | A | Common Stock | 3,000 | 19.50 | 58.5K | 19,000 | I | ↗ |
| 2026-05-13 | Cozzone Robert D | Director / Officer | P-Purchase | A | Common Stock | 2,023 | 19.77 | 40.0K | 65,229 | I | ↗ |
| 2026-05-08 | Jensen Barry H | Officer | P-Purchase | A | Common Stock | 1,000 | 20.19 | 20.2K | 41,000 | D | ↗ |
| 2026-04-29 | Jensen Barry H | Officer | P-Purchase | A | Common Stock | 1,000 | 20.30 | 20.3K | 40,000 | D | ↗ |
| 2026-04-28 | Murphy Michael Dennis | Director | P-Purchase | A | Common Stock | 1,850 | 20.94 | 38.7K | 1,850 | I | ↗ |
| 2026-04-28 | Karmelek Nicolas | Officer | P-Purchase | A | Common Stock | 1,220 | 20.76 | 25.3K | 7,705 | D | ↗ |
| 2026-04-28 | Doane Thomas | Officer | P-Purchase | A | Common Stock | 2,040 | 21.16 | 43.2K | 17,495 | I | ↗ |
| 2026-04-27 | BALL JAMES N | Director | P-Purchase | A | Common Stock | 5,000 | 20.60 | 103.0K | 50,000 | I | ↗ |
| 2026-03-18 | Murphy Bartholomew H JR | Officer | P-Purchase | A | Common Stock | 1,500 | 19.15 | 28.7K | 23,000 | D | ↗ |
| 2026-03-12 | Murphy Bartholomew H JR | Officer | P-Purchase | A | Common Stock | 440 | 18.62 | 8.2K | 10,440 | I | ↗ |
| 2026-03-12 | Jensen Barry H | Officer | P-Purchase | A | Common Stock | 1,000 | 18.69 | 18.7K | 39,000 | D | ↗ |
| 2026-03-12 | Girard Michael R | Director | P-Purchase | A | Common Stock | 450 | 18.80 | 8.5K | 975 | I | ↗ |
| 2026-03-09 | Nelson Jonathan Michael | Officer | P-Purchase | A | Common Stock | 2,579 | 19.39 | 50.0K | 22,378 | I | ↗ |
| 2026-03-09 | Murphy Bartholomew H JR | Officer | P-Purchase | A | Common Stock | 1,500 | 19.09 | 28.6K | 21,500 | D | ↗ |
| 2026-03-02 | Karmelek Nicolas | Officer | P-Purchase | A | Common Stock | 1,090 | 18.59 | 20.3K | 6,485 | D | ↗ |
| 2026-03-02 | Cozzone Robert D | Director / Officer | P-Purchase | A | Common Stock | 1,064 | 18.79 | 20.0K | 63,206 | I | ↗ |
| 2026-02-23 | Jensen Barry H | Officer | P-Purchase | A | Common Stock | 1,000 | 18.65 | 18.7K | 37,000 | D | ↗ |
| 2026-02-11 | Jensen Barry H | Officer | P-Purchase | A | Common Stock | 1,000 | 18.95 | 19.0K | 36,000 | D | ↗ |
| 2026-02-11 | Cozzone Robert D | Director / Officer | P-Purchase | A | Common Stock | 2,582 | 19.36 | 50.0K | 62,142 | I | ↗ |
| 2025-12-17 | Jensen Barry H | Officer | P-Purchase | A | Common Stock | 2,500 | 17.07 | 42.7K | 35,000 | D | ↗ |
| 2025-12-01 | Murphy Michael Dennis | Director | P-Purchase | A | Common Stock | 6,230 | 16.00 | 99.7K | 7,230 | I | ↗ |
| 2025-12-01 | BALL JAMES N | Director | P-Purchase | A | Common Stock | 5,000 | 16.13 | 80.7K | 45,000 | I | ↗ |
| 2025-11-24 | Nelson Jonathan Michael | Officer | P-Purchase | A | Common Stock | 3,245 | 15.41 | 50.0K | 19,799 | I | ↗ |
| 2025-11-21 | Cozzone Robert D | Director / Officer | P-Purchase | A | Common Stock | 3,261 | 15.33 | 50.0K | 59,560 | I | ↗ |
| 2025-11-18 | Jensen Barry H | Officer | P-Purchase | A | Common Stock | 2,092 | 14.93 | 31.2K | 32,500 | D | ↗ |
| 2025-11-18 | Girard Michael R | Director | P-Purchase | A | Common Stock | 525 | 14.97 | 7.9K | 525 | I | ↗ |
| 2025-11-13 | Jensen Barry H | Officer | P-Purchase | A | Common Stock | 5,000 | 15.24 | 76.2K | 30,000 | D | ↗ |
| 2025-11-10 | Cozzone Robert D | Director / Officer | P-Purchase | A | Common Stock | 3,240 | 15.43 | 50.0K | 56,299 | I | ↗ |
| 2025-11-07 | Murphy Michael Dennis | Director | P-Purchase | A | Common Stock | 2,500 | 15.11 | 37.8K | 49,000 | D | ↗ |
| 2025-11-06 | Murphy Michael Dennis | Director | P-Purchase | A | Common Stock | 1,000 | 15.10 | 15.1K | 1,000 | I | ↗ |
| 2025-11-05 | Murphy Michael Dennis | Director | P-Purchase | A | Common Stock | 6,500 | 15.13 | 98.3K | 46,500 | D | ↗ |
| 2025-11-05 | Cozzone Robert D | Director / Officer | P-Purchase | A | Common Stock | 3,277 | 15.26 | 50.0K | 53,059 | I | ↗ |
| 2025-11-03 | Cozzone Robert D | Director / Officer | P-Purchase | A | Common Stock | 3,310 | 15.10 | 50.0K | 49,782 | I | ↗ |
| 2025-10-31 | Jensen Barry H | Officer | P-Purchase | A | Common Stock | 2,207 | 14.99 | 33.1K | 25,000 | D | ↗ |
| 2025-10-30 | Jensen Barry H | Officer | P-Purchase | A | Common Stock | 2,500 | 15.00 | 37.5K | 22,500 | D | ↗ |
| 2025-10-30 | Cozzone Robert D | Director / Officer | P-Purchase | A | Common Stock | 3,325 | 15.03 | 50.0K | 46,472 | I | ↗ |
| 2025-09-25 | GILLES MICHAEL O | Director | — | — | Common Stock | 0 | 0.00 | — | 16,000 | I | ↗ |
Executive team
Top executives
EBIT / Employee
-22.7K
Shares Outstanding
20.08M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
No proxy statements available for this company yet.
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Robert D. Cozzone | Chief Executive Officer, President & Director | 2M | male |
| Jonathan Michael Nelson | Executive Vice President, Chief Financial Officer & Treasurer | 579.4K | male |
| Robert W. Conery | Executive Vice President & Chief Operating Officer | 473.8K | male |
| Bartholomew H. Murphy Jr. | Executive Vice President & Chief Operating Officer | 473.8K | male |
| Donald J. Frost | Executive Vice President of Consumer Banking | 408.3K | male |
| Thomas Doane | Executive Vice President of Human Resources | — | male |
| Linda Marrone | Corporate Secretary | — | — |
| Nicolas Karmelek | Executive Vice President & Chief Risk Officer | — | male |
| Barry H. Jensen | Executive Vice President & Chief Administrative Officer | — | male |
ESG Rating
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for AVBC
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
