Glück Conviction Score™ ⓘ
AVBC
Avidia Bancorp, Inc.
ⓘ
Eingeschränkte Aussagekraft — erst 51 % der Signal-Gewichte sind mit Daten unterlegt.
Effektiv: Neutral
Niedrig
Bedeutung der Einstufung ⓘ
Insider
85,5
9 Insider, 502K $ Volumen
Institutionell
53,2
18 neu, 20 erhöht, 25,7M $ netto
Aktivist
0,0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,69% (Stand: 31.05.2026)
Score-Verlauf (90 Tage)
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.
Kursverlauf (12 Monate)
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bullisch | 10 % | 19.91 | +2.8 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 17.56 | +16.6 % vs SMA200 | |
| EMA20 vs EMA50 | Bullisch | 5 % | 19.58 | EMA50: 19.55 | |
| MACD-Histogramm | Bullisch | 10 % | 0.199 | Bullisch | |
| RSI(14) | Neutral | 10 % | 65.1 | Neutral (30–70) | |
| Stoch %K(14) | Bärisch | 5 % | 93.7 | Überkauft | |
| ADX(14)+DI | Neutral | 10 % | 20.0 | +DI: 27.1 / −DI: 12.6 | |
| Z-Score(60) | Neutral | 5 % | 0.94 | In Range | |
| 52W-Position | Bullisch | 5 % | 88.6 % | Hoch 21.26 / Tief 14.31 | |
| Bollinger(20,2σ) | Bärisch | 5 % | 110.4 % | Upper 20.27 / Mid 19.28 / Lower 18.30 | |
| LinReg-Slope(60) | Neutral | 10 % | -0.0091 | R²=0.05 / annualisiert -11.6 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-06-03 | Nelson Jonathan Michael | Officer, CFO and Treasurer | Open Market Purchase | 1.065 | 18,90 | 20.128,39 | +41,5% | |
| 2026-05-29 | Cozzone Robert D | Director, Officer, President & CEO | Open Market Purchase | 2.128 | 18,80 | 40.006,40 | +82,5% | |
| 2026-05-18 | Jensen Barry H | Officer, EVP and Chief Admin Officer | Open Market Purchase | 500 | 18,88 | 9.440,00 | +19,5% | |
| 2026-05-14 | Jensen Barry H | Officer, EVP and Chief Admin Officer | Open Market Purchase | 500 | 19,26 | 9.630,00 | +19,9% | |
| 2026-05-14 | GILLES MICHAEL O | Director | Open Market Purchase | 1.000 | 19,50 | 19.500,00 | +40,2% | |
| 2026-05-13 | GILLES MICHAEL O | Director | Open Market Purchase | 3.000 | 19,50 | 58.500,00 | +120,7% | |
| 2026-05-13 | GILLES MICHAEL O | Director | Open Market Purchase | 1.000 | 19,50 | 19.496,10 | +40,2% | |
| 2026-05-13 | Cozzone Robert D | Director, Officer, President & CEO | Open Market Purchase | 2.023 | 19,77 | 39.990,26 | +82,5% | |
| 2026-05-08 | Jensen Barry H | Officer, EVP and Chief Admin Officer | Open Market Purchase | 1.000 | 20,19 | 20.190,00 | +41,6% | |
| 2026-04-29 | Jensen Barry H | Officer, EVP and Chief Admin Officer | Open Market Purchase | 1.000 | 20,30 | 20.300,00 | +41,9% | |
| 2026-04-28 | Murphy Michael Dennis | Director | Open Market Purchase | 1.850 | 20,94 | 38.739,00 | +79,9% | |
| 2026-04-28 | Karmelek Nicolas | Officer, EVP and CRO | Open Market Purchase | 1.209 | 20,76 | 25.098,84 | +51,8% | |
| 2026-04-28 | Karmelek Nicolas | Officer, EVP and CRO | Open Market Purchase | 1.220 | 20,76 | 25.327,20 | +52,2% | |
| 2026-04-28 | Doane Thomas | Officer, EVP- Human Resources | Open Market Purchase | 2.040 | 21,16 | 43.166,40 | +89,0% | |
| 2026-04-27 | BALL JAMES N | Director | Open Market Purchase | 5.000 | 20,60 | 103.000,00 | +212,4% | |
| 2026-03-18 | Murphy Bartholomew H JR | Officer, EVP & Chief Operating Off | Open Market Purchase | 1.500 | 19,15 | 28.725,00 | +59,2% | |
| 2026-03-12 | Girard Michael R | Director | Open Market Purchase | 450 | 18,80 | 8.460,90 | +17,5% | |
| 2026-03-12 | Jensen Barry H | Officer, EVP and Chief Admin Officer | Open Market Purchase | 1.000 | 18,69 | 18.690,00 | +38,5% | |
| 2026-03-12 | Murphy Bartholomew H JR | Officer, EVP & Chief Operating Off | Open Market Purchase | 440 | 18,62 | 8.192,80 | +16,9% | |
| 2026-03-09 | Nelson Jonathan Michael | Officer, CFO and Treasurer | Open Market Purchase | 2.579 | 19,39 | 50.004,49 | +103,1% | |
| 2026-03-09 | Murphy Bartholomew H JR | Officer, EVP & Chief Operating Off | Open Market Purchase | 1.500 | 19,09 | 28.634,85 | +59,1% | |
| 2026-03-02 | Karmelek Nicolas | Officer, EVP and CRO | Open Market Purchase | 1.090 | 18,59 | 20.263,10 | +41,8% | |
| 2026-03-02 | Cozzone Robert D | Director, Officer, President & CEO | Open Market Purchase | 1.064 | 18,79 | 19.992,56 | +41,2% | |
| 2026-02-23 | Jensen Barry H | Officer, EVP and Chief Admin Officer | Open Market Purchase | 1.000 | 18,77 | 18.770,00 | +38,7% | |
| 2026-02-23 | Jensen Barry H | Officer, EVP and Chief Admin Officer | Open Market Purchase | 1.000 | 18,65 | 18.650,00 | +38,5% | |
| 2026-02-11 | Jensen Barry H | Officer, EVP and Chief Admin Officer | Open Market Purchase | 1.000 | 18,95 | 18.950,00 | +39,1% | |
| 2026-02-11 | Cozzone Robert D | Director, Officer, President & CEO | Open Market Purchase | 2.582 | 19,36 | 49.993,72 | +103,1% | |
| 2025-12-17 | Jensen Barry H | Officer, EVP and Chief Admin Officer | Open Market Purchase | 2.500 | 17,07 | 42.673,75 | +88,0% | |
| 2025-12-01 | Murphy Michael Dennis | Director | Open Market Purchase | 6.230 | 16,00 | 99.671,28 | +205,6% | |
| 2025-12-01 | BALL JAMES N | Director | Open Market Purchase | 5.000 | 16,13 | 80.656,00 | +166,3% | |
| 2025-11-24 | Nelson Jonathan Michael | Officer, CFO and Treasurer | Open Market Purchase | 3.245 | 15,41 | 50.005,45 | +103,1% | |
| 2025-11-21 | Cozzone Robert D | Director, Officer, President & CEO | Open Market Purchase | 3.261 | 15,33 | 50.003,85 | +103,1% | |
| 2025-11-18 | Jensen Barry H | Officer, EVP and Chief Admin Officer | Open Market Purchase | 2.092 | 14,93 | 31.233,35 | +64,4% | |
| 2025-11-18 | Girard Michael R | Director | Open Market Purchase | 525 | 14,97 | 7.856,63 | +16,2% | |
| 2025-11-18 | Jensen Barry H | Officer, EVP and Chief Admin Officer | Open Market Purchase | 408 | 14,92 | 6.087,36 | +12,6% | |
| 2025-11-13 | Jensen Barry H | Officer, EVP and Chief Admin Officer | Open Market Purchase | 5.000 | 15,24 | 76.224,50 | +157,2% | |
| 2025-11-10 | Cozzone Robert D | Director, Officer, President & CEO | Open Market Purchase | 3.240 | 15,43 | 50.003,24 | +103,1% | |
| 2025-11-07 | Murphy Michael Dennis | Director | Open Market Purchase | 2.500 | 15,11 | 37.762,50 | +77,9% | |
| 2025-11-06 | Murphy Michael Dennis | Director | Open Market Purchase | 1.000 | 15,10 | 15.100,00 | +31,1% | |
| 2025-11-05 | Cozzone Robert D | Director, Officer, President & CEO | Open Market Purchase | 3.277 | 15,26 | 50.006,04 | +103,1% | |
| 2025-11-05 | Murphy Michael Dennis | Director | Open Market Purchase | 6.500 | 15,13 | 98.312,50 | +202,8% | |
| 2025-11-03 | Cozzone Robert D | Director, Officer, President & CEO | Open Market Purchase | 3.310 | 15,10 | 49.995,90 | +103,1% | |
| 2025-10-31 | Jensen Barry H | Officer, EVP and Chief Admin Officer | Open Market Purchase | 2.207 | 14,99 | 33.082,93 | +68,2% | |
| 2025-10-31 | Jensen Barry H | Officer, EVP and Chief Admin Officer | Open Market Purchase | 293 | 14,78 | 4.330,54 | +8,9% | |
| 2025-10-30 | Cozzone Robert D | Director, Officer, President & CEO | Open Market Purchase | 3.325 | 15,03 | 49.986,72 | +103,1% | |
| 2025-10-30 | Jensen Barry H | Officer, EVP and Chief Admin Officer | Open Market Purchase | 2.500 | 15,00 | 37.500,00 | +77,3% | |
| 2025-09-18 | Jensen Barry H | Officer, EVP and Chief Admin Officer | Open Market Purchase | 2.500 | 15,85 | 39.625,00 | +81,7% | |
| 2025-09-18 | Cozzone Robert D | Director, Officer, President & CEO | Open Market Purchase | 3.130 | 15,97 | 49.986,73 | +103,1% | |
| 2025-09-11 | Cozzone Robert D | Director, Officer, President & CEO | Open Market Purchase | 3.224 | 15,51 | 50.000,37 | +103,1% | |
| 2025-09-09 | Cozzone Robert D | Director, Officer, President & CEO | Open Market Purchase | 3.226 | 15,50 | 50.008,16 | +103,1% | |
| 2025-09-04 | Cozzone Robert D | Director, Officer, President & CEO | Open Market Purchase | 3.279 | 15,25 | 49.994,59 | +103,1% | |
| 2025-09-03 | Nelson Jonathan Michael | Officer, CFO and Treasurer | Open Market Purchase | 3.240 | 15,45 | 50.058,00 | +103,2% | |
| 2025-08-29 | Cozzone Robert D | Director, Officer, President & CEO | Open Market Purchase | 3.199 | 15,63 | 50.000,37 | +103,1% | |
| 2025-08-28 | Nelson Jonathan Michael | Officer, CFO and Treasurer | Open Market Purchase | 2.740 | 15,47 | 42.387,80 | +87,4% | |
| 2025-08-28 | Nelson Jonathan Michael | Officer, CFO and Treasurer | Open Market Purchase | 500 | 15,47 | 7.734,95 | +16,0% | |
| 2025-08-26 | Cozzone Robert D | Director, Officer, President & CEO | Open Market Purchase | 6.631 | 15,08 | 99.999,46 | +206,2% | |
| 2025-08-26 | Nelson Jonathan Michael | Officer, CFO and Treasurer | Open Market Purchase | 6.631 | 15,08 | 99.999,46 | +206,2% | |
| 2025-08-22 | Jensen Barry H | Officer, EVP and Chief Admin Officer | Open Market Purchase | 2.500 | 14,95 | 37.362,50 | +77,1% | |
| 2025-08-20 | Cozzone Robert D | Director, Officer, President & CEO | Open Market Purchase | 6.671 | 14,99 | 99.988,95 | +206,2% | |
| 2025-08-15 | Cozzone Robert D | Director, Officer, President & CEO | Open Market Purchase | 6.840 | 14,62 | 99.998,75 | +206,2% | |
| 2025-08-13 | Jensen Barry H | Officer, EVP and Chief Admin Officer | Open Market Purchase | 2.900 | 14,50 | 42.050,00 | +86,7% | |
| 2025-08-13 | Cozzone Robert D | Director, Officer, President & CEO | Open Market Purchase | 3.436 | 14,55 | 49.999,30 | +103,1% | |
| 2025-08-13 | Jensen Barry H | Officer, EVP and Chief Admin Officer | Open Market Purchase | 100 | 14,45 | 1.445,00 | +3,0% | |
| 2025-08-11 | Cozzone Robert D | Director, Officer, President & CEO | Open Market Purchase | 3.410 | 14,66 | 49.985,14 | +103,1% | |
| 2025-08-11 | Jensen Barry H | Officer, EVP and Chief Admin Officer | Open Market Purchase | 2.000 | 14,53 | 29.060,00 | +59,9% | |
| 2025-08-08 | Nelson Jonathan Michael | Officer, CFO and Treasurer | Open Market Purchase | 9.923 | 14,45 | 143.359,57 | +295,7% | |
| 2025-08-08 | Flanigan Michael Neil | Director | Open Market Purchase | 6.323 | 14,49 | 91.620,27 | +189,0% | |
| 2025-08-08 | Flanigan Michael Neil | Director | Open Market Purchase | 6.000 | 14,48 | 86.880,00 | +179,2% | |
| 2025-08-08 | Flanigan Michael Neil | Director | Open Market Purchase | 5.375 | 14,40 | 77.400,00 | +159,6% | |
| 2025-08-08 | Flanigan Michael Neil | Director | Open Market Purchase | 2.100 | 14,47 | 30.387,00 | +62,7% | |
| 2025-08-08 | Flanigan Michael Neil | Director | Open Market Purchase | 1.001 | 14,45 | 14.464,45 | +29,8% | |
| 2025-08-08 | Flanigan Michael Neil | Director | Open Market Purchase | 699 | 14,39 | 10.058,61 | +20,7% | |
| 2025-08-08 | Flanigan Michael Neil | Director | Open Market Purchase | 637 | 14,41 | 9.179,17 | +18,9% | |
| 2025-08-08 | Flanigan Michael Neil | Director | Open Market Purchase | 201 | 14,46 | 2.906,46 | +6,0% | |
| 2025-08-08 | Flanigan Michael Neil | Director | Open Market Purchase | 200 | 14,38 | 2.876,00 | +5,9% | |
| 2025-08-08 | Jensen Barry H | Officer, EVP and Chief Admin Officer | Open Market Purchase | 2.000 | 14,49 | 28.980,00 | +59,8% | |
| 2025-08-07 | Jensen Barry H | Officer, EVP and Chief Admin Officer | Open Market Purchase | 5.000 | 14,30 | 71.500,00 | +147,5% | |
| 2025-08-07 | Cozzone Robert D | Director, Officer, President & CEO | Open Market Purchase | 1.000 | 14,30 | 14.300,00 | +29,5% | |
| 2025-08-06 | Karmelek Nicolas | Officer, EVP and CRO | Open Market Purchase | 20.779 | 14,44 | 300.000,97 | +618,7% | |
| 2025-08-06 | Doane Thomas | Officer, EVP- Human Resources | Open Market Purchase | 14.665 | 14,44 | 211.728,87 | +436,7% | |
| 2025-08-06 | Jensen Barry H | Officer, EVP and Chief Admin Officer | Open Market Purchase | 3.000 | 14,39 | 43.161,30 | +89,0% | |
| 2025-08-06 | Conery Robert W | Officer, EVP & Chief Operations Off | Open Market Purchase | 10.000 | 14,35 | 143.500,00 | +296,0% | |
| 2025-08-05 | Saul Kennedy O | Director | Open Market Purchase | 1.050 | 14,48 | 15.198,75 | +31,3% | |
| 2025-08-05 | Karmelek Nicolas | Officer, EVP and CRO | Open Market Purchase | 5.200 | 14,35 | 74.620,00 | +153,9% | |
| 2025-08-05 | Saul Kennedy O | Director | Open Market Purchase | 3.100 | 14,48 | 44.888,00 | +92,6% | |
| 2025-08-05 | Nelson Jonathan Michael | Officer, EVP and CFO | Open Market Purchase | 7.000 | 14,40 | 100.778,30 | +207,8% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 993.638 | 0 | 993.638 | 16.703.055 | Neu | +100,0% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 821.976 | 0 | 821.976 | 16.168.268 | Neu | +100,0% | |
| WELLINGTON MANAGEMENT GROUP LLP | 778.436 | 808.335 | -29.899 | 15.311.836 | Reduziert | -3,7% | |
| FJ Capital Management LLC | 497.258 | 497.258 | 0 | 9.781.065 | Unverändert | 0,0% | |
| MILLENNIUM MANAGEMENT LLC | 323.030 | 70.453 | 252.577 | 6.354.000 | Aufgestockt | +358,5% | |
| BlackRock, Inc. | 276.514 | 278.860 | -2.346 | 5.439.031 | Reduziert | -0,8% | |
| GEODE CAPITAL MANAGEMENT, LLC | 219.905 | 196.855 | 23.050 | 4.327.353 | Aufgestockt | +11,7% | |
| TWO SIGMA INVESTMENTS, LP | 211.122 | 158.122 | 53.000 | 4.152.770 | Aufgestockt | +33,5% | |
| HENNESSY ADVISORS INC | 155.000 | 95.000 | 60.000 | 3.048.850 | Aufgestockt | +63,2% | |
| MORGAN STANLEY | 123.925 | 88.136 | 35.789 | 2.437.605 | Aufgestockt | +40,6% | |
| ALLIANCEBERNSTEIN L.P. | 134.876 | 134.876 | 0 | 2.267.266 | Unverändert | 0,0% | |
| MARSHALL WACE, LLP | 100.982 | 78.997 | 21.985 | 1.986.315 | Aufgestockt | +27,8% | |
| GOLDMAN SACHS GROUP INC | 97.999 | 65.174 | 32.825 | 1.927.640 | Aufgestockt | +50,4% | |
| Russell Investments Group, Ltd. | 76.897 | 0 | 76.897 | 1.512.567 | Neu | +100,0% | |
| FRANKLIN RESOURCES INC | 76.298 | 76.498 | -200 | 1.500.782 | Reduziert | -0,3% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 76.181 | 68.844 | 7.337 | 1.498.480 | Aufgestockt | +10,7% | |
| Ancora Advisors LLC | 75.390 | 0 | 75.390 | 1.482.921 | Neu | +100,0% | |
| WHITE PINE CAPITAL LLC | 73.878 | 32.189 | 41.689 | 1.453.180 | Aufgestockt | +129,5% | |
| STATE STREET CORP | 62.922 | 55.122 | 7.800 | 1.237.676 | Aufgestockt | +14,2% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 58.859 | 0 | 58.859 | 1.157.757 | Neu | +100,0% | |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 53.635 | 54.186 | -551 | 1.055.000 | Reduziert | -1,0% | |
| Schonfeld Strategic Advisors LLC | 47.539 | 0 | 47.539 | 935.090 | Neu | +100,0% | |
| RENAISSANCE TECHNOLOGIES LLC | 43.300 | 12.200 | 31.100 | 851.711 | Aufgestockt | +254,9% | |
| JANE STREET GROUP, LLC | 42.713 | 15.474 | 27.239 | 840.164 | Aufgestockt | +176,0% | |
| TWO SIGMA ADVISERS, LP | 49.500 | 0 | 49.500 | 832.095 | Neu | +100,0% | |
| BNP PARIBAS FINANCIAL MARKETS | 40.289 | 38.680 | 1.609 | 792.485 | Aufgestockt | +4,2% | |
| NORTHERN TRUST CORP | 40.190 | 41.850 | -1.660 | 790.537 | Reduziert | -4,0% | |
| Polaris Capital Management, LLC | 40.000 | 40.000 | 0 | 786.800 | Unverändert | 0,0% | |
| Stilwell Value LLC | 40.000 | 40.000 | 0 | 786.800 | Unverändert | 0,0% | |
| JPMORGAN CHASE & CO | 42.073 | 0 | 42.073 | 707.247 | Neu | +100,0% | |
| GREAT OAK CAPITAL PARTNERS, LLC | 34.155 | 35.108 | -953 | 691.639 | Reduziert | -2,7% | |
| Freestone Capital Holdings, LLC | 34.754 | 34.751 | 3 | 683.604 | Aufgestockt | 0,0% | |
| Arbiter Partners Capital Management LLC | 32.800 | 32.800 | 0 | 645.176 | Unverändert | 0,0% | |
| MERCER GLOBAL ADVISORS INC /ADV | 34.824 | 0 | 34.824 | 585.392 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 26.512 | 8.349 | 18.163 | 521.491 | Aufgestockt | +217,5% | |
| Oppenheimer & Close, LLC | 26.502 | 26.502 | 0 | 521.294 | Unverändert | 0,0% | |
| Qube Research & Technologies Ltd | 26.195 | 0 | 26.195 | 515.256 | Neu | +100,0% | |
| Trexquant Investment LP | 26.049 | 0 | 26.049 | 512.384 | Neu | +100,0% | |
| Voleon Capital Management LP | 25.868 | 0 | 25.868 | 508.824 | Neu | +100,0% | |
| UBS Group AG | 20.296 | 25.582 | -5.286 | 399.223 | Reduziert | -20,7% | |
| DEPRINCE RACE & ZOLLO INC | 20.296 | 0 | 20.296 | 399.222 | Neu | +100,0% | |
| Point72 Asset Management, L.P. | 17.577 | 19.504 | -1.927 | 345.740 | Reduziert | -9,9% | |
| CITADEL ADVISORS LLC | 15.380 | 0 | 15.380 | 302.525 | Neu | +100,0% | |
| LYNCH & ASSOCIATES/IN | 15.206 | 15.206 | 0 | 299.102 | Unverändert | 0,0% | |
| CITIGROUP INC | 14.505 | 22.483 | -7.978 | 285.313 | Reduziert | -35,5% | |
| MALTESE CAPITAL MANAGEMENT LLC | 13.500 | 38.250 | -24.750 | 265.545 | Reduziert | -64,7% | |
| Brevan Howard Capital Management LP | 12.747 | 0 | 12.747 | 250.733 | Neu | +100,0% | |
| ROCKLAND TRUST CO | 12.646 | 12.646 | 0 | 248.747 | Unverändert | 0,0% | |
| Engineers Gate Manager LP | 12.607 | 0 | 12.607 | 247.980 | Neu | +100,0% | |
| XTX Topco Ltd | 12.428 | 11.484 | 944 | 244.459 | Aufgestockt | +8,2% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 821.976 | 0 | +100,0% | 16.168.268 | 16,12 |
| WELLINGTON MANAGEMENT GROUP LLP | 778.436 | 808.335 | -3,7% | 15.311.836 | 15,26 |
| FJ Capital Management LLC | 497.258 | 497.258 | 0,0% | 9.781.065 | 9,75 |
| MILLENNIUM MANAGEMENT LLC | 323.030 | 70.453 | +358,5% | 6.354.000 | 6,33 |
| BlackRock, Inc. | 276.514 | 278.860 | -0,8% | 5.439.031 | 5,42 |
| GEODE CAPITAL MANAGEMENT, LLC | 219.905 | 196.855 | +11,7% | 4.327.353 | 4,31 |
| TWO SIGMA INVESTMENTS, LP | 211.122 | 158.122 | +33,5% | 4.152.770 | 4,14 |
| HENNESSY ADVISORS INC | 155.000 | 95.000 | +63,2% | 3.048.850 | 3,04 |
| MORGAN STANLEY | 123.925 | 88.136 | +40,6% | 2.437.605 | 2,43 |
| ALLIANCEBERNSTEIN L.P. | 134.876 | 134.876 | 0,0% | 2.267.266 | 2,26 |
| MARSHALL WACE, LLP | 100.982 | 78.997 | +27,8% | 1.986.315 | 1,98 |
| GOLDMAN SACHS GROUP INC | 97.999 | 65.174 | +50,4% | 1.927.640 | 1,92 |
| Russell Investments Group, Ltd. | 76.897 | 0 | +100,0% | 1.512.567 | 1,51 |
| FRANKLIN RESOURCES INC | 76.298 | 76.498 | -0,3% | 1.500.782 | 1,50 |
| COMMONWEALTH EQUITY SERVICES, LLC | 76.181 | 68.844 | +10,7% | 1.498.480 | 1,49 |
| Ancora Advisors LLC | 75.390 | 0 | +100,0% | 1.482.921 | 1,48 |
| WHITE PINE CAPITAL LLC | 73.878 | 32.189 | +129,5% | 1.453.180 | 1,45 |
| STATE STREET CORP | 62.922 | 55.122 | +14,2% | 1.237.676 | 1,23 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 58.859 | 0 | +100,0% | 1.157.757 | 1,15 |
| JPMORGAN CHASE & CO | 58.302 | 42.073 | +38,6% | 1.124.646 | 1,12 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 66 | 7,3 | 119 |
| 31.12.2025 | ✓ | 54 | 6,5 | 77 |
| 30.09.2025 | ✓ | 37 | 5,7 | 61 |
| 30.06.2025 | ✓ | 1 | 0,0 | 0 |
| 30.06.2022 | vorl. | 1 | 1,5 | 2 |
| 31.03.2022 | vorl. | 1 | 0,0 | 0 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| MARSHALL WACE, LLP | 78.997 | 1.327.938 |
| MILLENNIUM MANAGEMENT LLC | 70.453 | 1.184.315 |
| BNP PARIBAS FINANCIAL MARKETS | 38.680 | 650.211 |
| GREAT OAK CAPITAL PARTNERS, LLC | 35.108 | 579.984 |
| Arbiter Partners Capital Management LLC | 32.800 | 551.368 |
| WHITE PINE CAPITAL LLC | 32.189 | 541.097 |
| CITIGROUP INC | 22.483 | 377.939 |
| Point72 Asset Management, L.P. | 19.504 | 327.862 |
| State of Wyoming | 17.610 | 296.024 |
| JANE STREET GROUP, LLC | 15.474 | 260.118 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| MORGAN STANLEY | 88.136 | 78.853 | +849.4 % | 1.481.566 |
| HENNESSY ADVISORS INC | 95.000 | 55.000 | +137.5 % | 1.596.950 |
| JPMORGAN CHASE & CO | 42.073 | 42.064 | +467377.8 % | 707.247 |
| ALLIANCEBERNSTEIN L.P. | 134.876 | 40.855 | +43.5 % | 2.267.266 |
| STATE STREET CORP | 55.122 | 27.960 | +102.9 % | 926.601 |
| TWO SIGMA ADVISERS, LP | 49.500 | 21.000 | +73.7 % | 832.095 |
| COMMONWEALTH EQUITY SERVICES, LLC | 68.844 | 15.500 | +29.1 % | 1.157.270 |
| BlackRock, Inc. | 278.860 | 6.272 | +2.3 % | 4.687.637 |
| NORTHERN TRUST CORP | 41.850 | 3.495 | +9.1 % | 703.499 |
| GEODE CAPITAL MANAGEMENT, LLC | 196.855 | 3.409 | +1.8 % | 3.310.616 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| M3F, Inc. | 222.361 | -106.405 | -32.4 % | 3.738 |
| WELLINGTON MANAGEMENT GROUP LLP | 808.335 | -87.321 | -9.7 % | 13.588.111 |
| TWO SIGMA INVESTMENTS, LP | 158.122 | -85.096 | -35.0 % | 2.658.031 |
| T. Rowe Price Investment Management, Inc. | 1.166.125 | -52.125 | -4.3 % | 19.603 |
| GOLDMAN SACHS GROUP INC | 65.174 | -15.086 | -18.8 % | 1.095.575 |
| MALTESE CAPITAL MANAGEMENT LLC | 38.250 | -9.750 | -20.3 % | 642.982 |
| XTX Topco Ltd | 11.484 | -9.171 | -44.4 % | 193.046 |
| ROYAL BANK OF CANADA | 269 | -6.907 | -96.3 % | 5.000 |
| FRANKLIN RESOURCES INC | 76.498 | -1.500 | -1.9 % | 1.285.931 |
| UBS Group AG | 25.582 | -149 | -0.6 % | 430.033 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 14.11.2025 | T. Rowe Price Investment Management, Inc. | Passiv (13G) | 6,10 % | 1.218.250 | Neu | |
| 13.11.2025 | Avidia Bank Employee Stock Ownership Plan Trust | Passiv (13G) | 8,00 % | 1.606.100 | Neu |
Stammdaten
Avidia Bancorp, Inc. fungiert als Bankholdinggesellschaft der Avidia Bank und bietet verschiedene Finanzdienstleistungen für Privat- und Geschäftskunden an. Das Unternehmen bietet Sparkonten und Girokonten, Einlagenzertifikate, private Altersversorgungskonten, Geldmarktkonten, Sichteinlagenkonten sowie zins- und nicht-zinstragende Girokonten an. Das Unternehmen bietet auch Geschäfts- und Industriedarlehen, Hypothekendarlehen auf Ein- bis Vierfamilienhäuser, Eigenkapital- und Zweithypothekendarlehen, Mehrfamilien-Hypothekendarlehen, gewerbliche Immobiliendarlehen, Bau- und Landdarlehen sowie Verbraucherdarlehen an, ebenso wie Landerentwicklungs-, Geschäfts- und Autokredite. Darüber hinaus erbringt das Unternehmen Zahlungsabwicklungsdienste und investiert hauptsächlich in US-Schatzwechsel, Wertpapiere von US-Regierungsbehörden und kommunale Wertpapiere. Das Unternehmen wurde 1869 gegründet und hat seinen Sitz in Hudson, Massachusetts.
Unternehmen & Branche
| Name | Avidia Bancorp, Inc. |
|---|---|
| Ticker | AVBC |
| CIK | 0002058758 |
| Boerse | NYSE |
| Sektor | Financial Services |
| Industrie | Banks - Regional |
| SIC | 6036 · Savings Institutions, Not Federally Chartered |
Wertpapier & Kennzahlen
| CUSIP | 05369T100 |
|---|---|
| ISIN | US05369T1007 |
| Typ | Common Stock |
| Marktkapitalisierung | 408,4 Mio. USD |
Bewertung
| KBV (P/B) | 1,08 |
|---|---|
| FCF-Rendite | 5,9 % |
Qualität & Bilanz
| ROIC | -0,9 % vs. 5,9 % (2024) ▼ |
|---|
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2024. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2024 | 2025 | Verlauf |
|---|---|---|---|
| Qualität & Bilanz | |||
| ROIC | 5,9 % | -0,9 % | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Finanzkennzahlen (SEC XBRL) ⓘ
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 5.996.000 | 0,32 | 2.807.417.000 | 383.521.000 | |
| 2025-12-31 | 10-K | -3.289.000 | -0,18 | 2.837.090.000 | 378.994.000 | |
| 2025-09-30 | 10-Q | -907.000 | -0,05 | 2.787.010.000 | 372.037.000 | |
| 2025-06-30 | 10-Q | 3.872.000 | 2.957.908.000 | 191.426.000 | ||
| 2025-03-31 | 10-Q | -11.587.000 | 2.706.631.000 | 186.057.000 | ||
| 2024-12-31 | 10-K | 11.484.000 | 2.656.539.000 | 193.827.000 | ||
| 2024-09-30 | 10-Q | 2.079.000 | 195.032.000 | |||
| 2024-06-30 | 10-Q | 2.351.000 | 187.045.000 | |||
| 2024-03-31 | 10-Q | 3.545.000 | 183.740.000 |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 14.05.2026 | – | 0,32 |
| Q3 2025 | 30.09.2025 | 14.11.2025 | – | -0,05 |
Einreichungs-Historie (10-K / 10-Q)
SEC-Einreichungs-Historie der Quartalsberichte (10-Q) und Jahresberichte
(10-K) der letzten sechs Jahre. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 14.05.2026 | 10-Q | – | – | SEC » |
| 27.03.2026 | 10-K | 31.12.2025 | 86 Tage | SEC » |
| 14.11.2025 | 10-Q | 30.09.2025 | 45 Tage | SEC » |
| 14.08.2025 | 10-Q | 30.06.2025 | 45 Tage | SEC » |
| 27.06.2025 | 10-Q | 31.03.2025 | 88 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 25.09.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-03-23 | 446 | 18,84 | 8.403 |
| 2026-03-20 | 1.910 | 19,07 | 36.424 |
| 2026-03-19 | 1.633 | 19,00 | 31.027 |
| 2026-03-17 | 82 | 19,24 | 1.578 |
| 2026-03-16 | 1.362 | 19,03 | 25.919 |
| 2026-03-12 | 20 | 19,07 | 381 |
| 2026-03-10 | 2.681 | 19,11 | 51.234 |
| 2026-03-09 | 1.099 | 19,12 | 21.013 |
| 2026-03-06 | 173 | 18,99 | 3.285 |
| 2026-03-02 | 252 | 18,73 | 4.720 |
| 2026-02-23 | 103 | 18,98 | 1.955 |
| 2026-02-13 | 510 | 19,07 | 9.726 |
| 2026-02-12 | 952 | 18,95 | 18.040 |
| 2026-01-30 | 1.520 | 17,60 | 26.752 |
| 2026-01-27 | 140 | 16,95 | 2.373 |
| 2026-01-21 | 40 | 16,76 | 670 |
| 2026-01-06 | 437 | 16,86 | 7.368 |
| 2025-12-23 | 13.098 | 17,35 | 227.250 |