Position in AVBC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$319,173
+$20,071 QoQ
Shares Held
15,206
0.0% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#4
of 13 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LYNCH & ASSOCIATES/IN holds $13,758,947 across 9 Banks - Regional names. AVBC ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRME |
First Merchants Corp
|
130,000 | $5,679,700 | |
| 2 | USB |
US Bancorp De
|
76,811 | $4,639,384 | |
| 3 | NBBK |
NB Bancorp, Inc.
|
50,334 | $1,063,557 | |
| 4 | EBC |
Eastern Bankshares, Inc.
|
32,000 | $711,680 | |
| 5 | RF |
Regions Financial Corp
|
15,281 | $461,486 | |
| 6 | KEY |
Keycorp /New/
|
16,975 | $391,273 | |
| 7 | AVBC |
Avidia Bancorp, Inc.
This page
|
15,206 | $319,173 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
16,250 | $288,112 |
All Filings in AVBC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,173 | 15,206 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $299,102 | 15,206 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $255,612 | 15,206 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $227,177 | 15,206 | Shares | Sole | 2025-10-07 | |
| No filing history on record for this holder in this stock. | ||||||