Position in AVBC
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$196,700
+$28,600 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Intellus Advisors LLC holds $2,693,157 across 6 Banks - Regional names. AVBC ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
19,280 | $895,748 | |
| 2 | FNB |
Fnb Corp/Pa/
|
44,160 | $738,355 | |
| 3 | RF |
Regions Financial Corp
|
15,000 | $391,800 | |
| 4 | NWBI |
Northwest Bancshares, Inc.
|
25,159 | $319,267 | |
| 5 | AVBC |
Avidia Bancorp, Inc.
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|
10,000 | $196,700 | |
| 6 | FMNB |
Farmers National Banc Corp /Oh/
|
11,496 | $151,287 |
All Filings in AVBC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $196,700 | 10,000 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $168,100 | 10,000 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||