Position in AVBC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,055,000
+$144,134 QoQ
Shares Held
53,635
-1.0% QoQ
Ownership
0.267%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026IRONWOOD INVESTMENT MANAGEMENT LLC holds $7,851,432 across 11 Banks - Regional names. AVBC ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBT |
Beacon Financial Corp
|
40,327 | $1,209,810 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
70,078 | $1,096,720 | |
| 3 | AVBC |
Avidia Bancorp, Inc.
This page
|
53,635 | $1,055,000 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
11,327 | $975,707 | |
| 5 | FITB |
Fifth Third Bancorp
|
17,398 | $808,311 | |
| 6 | TCBK |
Trico Bancshares /
|
14,611 | $694,606 | |
| 7 | WSFS |
Wsfs Financial Corp
|
9,270 | $606,814 | |
| 8 | BANC |
Banc Of California, Inc.
|
32,686 | $574,619 |
All Filings in AVBC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,055,000 | 53,635 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $910,866 | 54,186 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $811,615 | 54,325 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||