OakChart

Avidia Bancorp Inc

AVBCFinancial·Banks - Regional·USA·Small·NYSE·Nov 11 • 1:47 PM ET

22.67-0.16 (-0.68%)
2026-11-11 19:48 CET
Market cap
455.92 USD m
Revenue, TTM
- USD m
Net income, TTM
27.10 USD m
Free cash flow, TTM
- USD m
EPS diluted, TTM
1.47
P/E
15.45
Compare

Price

AVBC against its 20, 50 and 200-day averages
2050200beat
18.0020.0022.0024.001.2M2.5MMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26AVBCclose 22.6820-day 22.7350-day 22.25200-day 20.6322.6852w high

5.5% under the 52-week high of 24.00 on 2 Nov 2026. 52-week low 14.84 on 18 Nov 2025. Last 15 sessions, 10.2% high to low

Profile

AVBC
52-week range, 85% of the way up
14.8424.00

Avidia Bancorp, Inc. engages in the provision of state savings banking services through its subsidiary, Avidia Bank. The Avidia Bank's business consists primarily of taking deposits from the public and investing those deposits, together with funds generated from operations, in commercial and industrial loans, one-to four-family residential mortgage loans, and commercial real estate loans. Its deposit accounts include certificate of deposit accounts, IRAs, money market accounts, savings accounts, demand deposit accounts, and interest-bearing and noninterest-bearing checking accounts. The company was founded in November 1997 and is headquartered in Hudson, MA.

IndexRUT
Employees241
IPOAug 01, 2025
Beta-0.43
ATR, 14d0.50
Rel volume0.39
Short float2.76%
Insider own14.67%
Inst own36.14%

Snapshot

6 groups

Valuation

IndexRUT
Market Cap452.82M
Enterprise Value-
Income27.10M
Sales154.92M
Book/sh19.05
Cash/sh-
Dividend Est.0.22 (0.97%)
Dividend TTM0.16 (0.71%)
Dividend Ex-DateNov 17, 2026
Dividend Gr. 3/5Y- -
Payout-
Employees241
IPOAug 01, 2025

Ratios

P/E15.45
Forward P/E14.77
PEG-
P/S2.92
P/B1.19
P/C-
P/FCF9.64
EV/EBITDA-
EV/Sales-
Quick Ratio-
Current Ratio0.04
Debt/Eq0.38
LT Debt/Eq0.38
Option/ShortYes / Yes

Earnings

EPS (ttm)1.47
EPS next Y1.53
EPS next Q0.36
EPS this Y955.56%
EPS next Y-0.32%
EPS next 5Y-
EPS past 3/5Y- -
Sales past 3/5Y7.16% -
EPS Y/Y TTM-
Sales Y/Y TTM-
EPS Q/Q1062.04%
Sales Q/Q5.23%
EarningsOct 22 AMC
EPS/Sales Surpr.23.68% 3.31%

Ownership

Insider Own14.67%
Insider Trans1.25%
Inst Own36.14%
Inst Trans4.68%
ROA0.97%
ROE7.34%
ROIC5.37%
Gross Margin-
Oper. Margin23.87%
Profit Margin17.49%
SMA20-0.23%
SMA501.91%
SMA2009.89%
Trades-

Technical

Shs Outstand19.24M
Shs Float17.04M
Short Float2.76%
Short Ratio3.23
Short Interest0.47M
52W High24.00 -5.52%
52W Low14.84 52.80%
Volatility3.21% 2.13%
ATR (14)0.50
RSI (14)51.28
Beta-0.43
Rel Volume0.39
Avg Volume145.94K
Volume38,040

Performance

Perf Week-1.63%
Perf Month3.30%
Perf Quarter2.83%
Perf Half Y17.73%
Perf YTD34.89%
Perf Year48.40%
Perf 3Y-
Perf 5Y-
Perf 10Y-
Recom1.00
Target Price27.25
Prev Close22.83
Price22.67
Change %-0.68%

Analyst ratings

latest 1 of 1
DateActionAnalystRating changeTargetImplied
Oct 05, 2026InitiatedHHovde GroupOutperform$26+14.7%

Peers

Mkt cap
TickerCompanyMkt cap
NBBKNB Bancorp Inc901.68M
HIFSHingham Institution For Savings666.55M
WNEBWestern New England Bancorp Inc271.28M
BBTBeacon Financial Corp2.57B
WASHWashington Trust Bancorp Inc745.98M
BHBBar Harbor Bankshares Inc692.02M
EBCEastern Bankshares Inc5.16B
CACCamden National Corp995.38M
PBFSPioneer Bancorp Inc455.10M
NBNNortheast Bank1.12B

Insider trading

latest 14 of 44
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Flanigan Micheal NeilDirectorNov 05 '26Sale23.2490020,917100Nov 06 01:30 PM
Flanigan Micheal NeilDirectorSep 18 '26Sale22.345,000111,6880Oct 09 10:51 AM
Murphy Michael DennisChairman of the BoardSep 14 '26Buy22.125,000110,6006,850Sep 16 08:47 AM
Nelson Jonathan MichaelCFO and TreasurerSep 03 '26Buy22.194,50099,85519,045Sep 03 05:10 PM
Grimaldo Joseph FDirectorAug 26 '26Buy22.025,000110,08749,655Aug 27 02:23 PM
Doane ThomasEVP- Human ResourcesAug 17 '26Buy22.311,72638,50719,422Aug 19 09:44 AM
Saul Kennedy ODirectorAug 11 '26Buy21.655,900127,73310,050Aug 12 03:00 PM
Grimaldo Joseph FDirectorAug 11 '26Buy21.444,65599,78644,655Aug 12 02:59 PM
Karmelek NicolasEVP and CROMay 27 '26Buy19.08193637,727Jul 30 02:09 PM
Karmelek NicolasEVP and CROFeb 25 '26Buy18.92142657,708Jul 30 02:09 PM
GILLES MICHAEL ODirectorMay 15 '26Buy19.042,00038,08620,000Jul 30 02:07 PM
GILLES MICHAEL ODirectorMay 15 '26Buy19.121,00019,12026,096Jul 30 02:07 PM
Nelson Jonathan MichaelCFO and TreasurerJun 03 '26Buy18.901,06520,12814,545Jun 03 03:24 PM
Cozzone Robert DPresident & CEOMay 29 '26Buy18.802,12840,00667,357Jun 01 01:43 PM

Held by

AUM
TickerCompanyAUM
VTIVanguard Morningstar Total Stock Market ETFAUM: 687.42B
IWMiShares Russell 2000 Index FundAUM: 77.38B
VXFVanguard Extended Market Index ETFAUM: 30.47B
IWNiShares Russell 2000 Value ETFAUM: 14.10B
VTWOVanguard Russell 2000 Index ETFAUM: 16.75B
IWCiShares Micro-Cap ETFAUM: 1.22B
VTWVVanguard Russell 2000 Value Index ETFAUM: 1.29B
AVUSAvantis U.S. Equity ETFAUM: 14.65B
RSSLGlobal X Russell 2000 ETFAUM: 1.43B
RUSCRussell Investments U.S. Small Cap Equity ETFAUM: 85.35M

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q32026-10-220.4700.3800.47031.2030.202
2026Q22026-07-230.3900.3400.38629.87-1
2026Q12026-04-230.3200.3000.32328.27-1
2025Q42026-01-290.2900.3000.28827.33-1
2025Q32025-10-23-0.050-0.160-0.04927.96-1
2025Q22025-08-010.1600.1600.19325.86-1
2026Q4--0.360--30.402
2027Q1--0.355--30.402
2027Q2--0.385--31.402
2027Q3--0.395--32.002
2027Q4--0.395--32.402
2028Q1--0.390--32.502
2028Q2--0.405--33.002
2028Q3--0.410--33.502
2028Q4--0.420--34.002

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2025FY-0.1800.250-0.180103.57-
2026FY-1.540--119.7
2027FY-1.535--126.2
2028FY-1.630--133

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q4S2026-10-2310030.4030.4030.40
2026Q4S2026-10-2210030.6030.6030.60
2026Q4S2026-10-0210030.6030.6030.60
2026Q4R2026-10-292100.360.350.37
2026Q4R2026-10-232000.350.350.35
2026Q4R2026-10-222000.350.350.35
2026Q4R2026-10-072000.350.350.35
2026Q4R2026-10-022100.350.350.35
2026Q4R2026-07-241100.350.350.35
2026Q4R2026-04-241000.330.330.33
2026Q4R2026-04-151000.330.330.33
2026Q4R2026-01-301100.330.330.33
2026Q4R2026-01-111000.320.320.32
2026Q4R2025-11-111100.320.320.32

Estimate history

EPS, annual0.6360.587-0.1781.4681
Period202320242025TTM
EPS, quarterly-0.6950.193-0.0490.2880.3230.3860.471
PeriodQ1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Sales, annual128.534140.752147.606154.92
Period202320242025TTM
Sales, quarterly35.13237.10538.40837.47437.88539.1440.417
PeriodQ1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Shares, annual19.5519.5520.07619.238
Period202320242025MRQ
Shares, quarterly16.67520.07618.4720.07620.07620.07619.238
PeriodQ1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY
Interest Income135.36130.58123.73111.12
Total Interest Expense38.3044.0450.4739.79
Net Interest Income97.0686.5473.2671.33
Loan Loss Provision3.4121.441.781.91
Net Interest Income After Loan Loss Provision93.6565.1071.4869.41
Non-Interest Income19.5617.0217.0217.42
Non-Interest Expense76.2387.8173.1073.58
Operating Income36.97-5.6815.4013.25
Unusual Expense-0.000.000.00
Net Income Before Taxes36.97-5.6815.4016.51
Income Taxes9.87-2.393.924.07
Consolidated Net Income27.10-3.2911.4812.44
Net Income From Continuing Operations27.10-3.2911.4812.44
Net Income27.10-3.2911.4812.44
EPS (Recurring)1.49-0.180.590.64
EPS (Basic, Before Extraordinaries)1.47-0.180.590.64
EPS (Diluted)1.47-0.180.590.64
Non-Operating Income (Expense)-0.000.003.26
Other After Tax Adjustments-0.000.000.00
Price To Earnings Ratio15.5515.55--
Price To Sales Ratio2.542.11--
Operating Margin23.87-3.8510.9410.31
Net Margin17.49-2.238.169.68
Shares Outstanding19.2420.0819.5519.55
Market Capitalization455.92455.92341.90-

Income statement, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q22025Q1
Interest Income34.7733.2433.6033.7633.8831.8631.05
Total Interest Expense9.269.279.6210.1510.4511.2411.84
Net Interest Income25.5023.9623.9823.6123.4320.6219.21
Loan Loss Provision0.210.891.091.221.541.0717.62
Net Interest Income After Loan Loss Provision25.2923.0722.8922.3921.8919.551.59
Non-Interest Income5.655.904.293.724.535.254.08
Non-Interest Expense19.3819.5018.9918.3628.3719.7621.83
Operating Income11.569.478.197.75-1.955.03-16.15
Unusual Expense-0.000.000.000.000.000.00
Net Income Before Taxes11.569.478.197.75-1.955.03-16.51
Income Taxes2.962.302.192.41-1.041.16-4.92
Consolidated Net Income8.607.176.005.33-0.913.87-11.59
Net Income From Continuing Operations8.607.176.005.33-0.913.87-11.59
Net Income8.607.176.005.33-0.913.87-11.59
EPS (Recurring)0.470.390.320.29-0.050.19-0.69
EPS (Basic, Before Extraordinaries)0.470.390.320.29-0.050.19-0.69
EPS (Diluted)0.470.390.320.29-0.050.19-0.69
Non-Operating Income (Expense)-0.000.000.000.000.00-0.36
Other After Tax Adjustments-0.000.000.000.000.000.00
Price To Earnings Ratio15.5527.81-----
Price To Sales Ratio2.542.552.422.10---
Operating Margin28.6124.2021.6120.67-5.0813.56-45.98
Net Margin21.2818.3215.8314.23-2.3610.44-32.98
Shares Outstanding19.2420.0820.0820.0818.4720.0816.68
Market Capitalization455.92421.40394.90337.48299.94301.35-

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY
Cash & Due from Banks15.9062.4470.34
Investments431.05307.13302.19
Net Loans2,276.452,176.462,111.16
Investment in Unconsolidated Affiliates0.000.000.00
Customer Liability on Acceptances0.000.000.00
Real Estate Assets-0.000.24
Net Property, Plant & Equipment29.1828.5028.45
Interest Receivables8.548.908.62
Deferred Tax Assets13.1315.8818.06
Other Intangible Assets62.8460.3262.89
Total Assets2,837.092,659.622,601.96
Total Deposits2,128.282,063.211,947.46
Total Debt293.51358.80434.80
Long Term Debt52.76193.00188.80
Provision for Risks Charges0.691.001.32
Deferred Tax Liabilities-3.083.67
Other Liabilities35.6139.7033.91
Total Liabilities2,458.102,465.792,421.16
Preferred Stock - Carrying Value0.000.000.00
Common Equity378.99193.83180.80
Total Shareholders Equity378.99193.83180.80
Accumulated Minority Interest0.000.000.00
Total Equity378.99193.83180.80
Total Liabilities & Stockholders Equity2,837.092,659.622,601.96
Book Value Per Share18.889.919.25
Tangible Book Value Per Share18.289.308.64
Full-Time Employees241254264
Price to Book Ratio1.200.85-
Return on Assets-0.120.44-
Return on Equity-1.156.13-
Return on Invested Capital-0.762.973.37
Current Ratio0.080.040.04

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY
Funds from Operations-28.1915.9214.81
Extraordinary Item-0.000.000.00
Changes in Working Capital--0.567.550.48
Cash from Operating Activities-27.6423.4715.29
Capital Expenditures--4.29-2.79-8.12
Net Assets From Acquisitions-0.000.000.00
Sale of Fixed Assets and Businesses-0.030.004.85
Purchase or Sale of Investments-11.71-3.2788.41
Purchase of Investments--53.66-114.51-32.53
Sale Or Maturity of Investments-65.37111.23120.94
Federal Home Loan Advances Increase (Decrease)-2.932.09-4.04
Other Uses-0.000.000.00
Other Sources-0.000.000.00
Cash from Investing Activities--110.84-71.34-111.44
Cash Dividends Paid-0.000.000.00
Preferred Dividends (Cash Flow)-0.000.000.00
Change in Capital Stock-169.770.000.00
Repurchase of Common Pref Stock--16.060.000.00
Sale of Common Pref Stock-185.830.000.00
Proceedsfrom Stock Options-185.830.000.00
Issuance or Reduction of Debt, Net--65.00-76.00104.50
Change in Long Term Debt-0.00-40.00138.00
Issuance of Long Term Debt-0.0065.00200.00
Reduction of Long Term Debt-0.00-105.00-62.00
Net Financing Active Other Cash Flow-0.000.22-0.02
Other Financing Activities Uses-0.00--0.02
Cash from Financing Activities-166.2239.9788.64
Net Change in Cash-83.01-7.90-7.51
Free Cash Flow-23.3520.7012.17
Price to Free Cash Flow-13.34--

Balance sheet, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Cash & Due from Banks18.0019.1719.2315.9015.4824.67
Investments375.99393.95399.36431.05401.96586.01
Net Loans2,237.632,236.622,261.792,276.452,250.462,224.60
Investment in Unconsolidated Affiliates-0.000.000.000.000.00
Net Property, Plant & Equipment28.9529.1529.0329.1829.2729.10
Interest Receivables8.598.708.688.548.148.92
Deferred Tax Assets14.9412.8410.5813.1310.8311.32
Other Intangible Assets91.4579.6778.7362.8470.8673.29
Total Assets2,775.552,780.102,807.422,837.092,787.012,957.91
Total Deposits2,206.652,153.612,146.162,128.282,075.872,439.61
Total Debt137.91192.97238.04293.51293.58293.65
Long Term Debt137.9132.5932.4852.7668.38143.25
Provision for Risks Charges-0.000.000.690.000.00
Other Liabilities64.4143.9939.6935.6145.5233.23
Total Liabilities2,408.982,390.572,423.902,458.102,414.972,766.48
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity366.57389.54383.52378.99372.04191.43
Total Shareholders Equity366.57389.54383.52378.99372.04191.43
Accumulated Minority Interest-0.000.000.000.000.00
Total Equity366.57389.54383.52378.99372.04191.43
Total Liabilities & Stockholders Equity2,775.552,780.102,807.422,837.092,787.012,957.91
Book Value Per Share19.0519.4019.1018.8820.149.53
Tangible Book Value Per Share18.4318.8118.5118.2819.508.94
Full-Time Employees---241--
Price to Book Ratio1.201.101.040.831.571.57
Return on Assets0.970.610.52---
Return on Equity7.346.065.02---
Return on Invested Capital1.701.701.441.24-0.211.16
Current Ratio-0.040.050.080.070.15

Cash flow, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Funds from Operations-8.877.7512.477.760.40
Extraordinary Item-0.000.000.000.000.00
Changes in Working Capital-1.000.38-4.3916.37-2.74
Cash from Operating Activities-9.878.138.0824.13-2.34
Capital Expenditures--0.91-10.65-0.80-0.87-0.97
Net Assets From Acquisitions-0.000.000.000.000.00
Sale of Fixed Assets and Businesses-0.000.02-0.08-0.040.16
Purchase or Sale of Investments--19.45-27.924.870.40-2.23
Purchase of Investments--33.47-43.73-9.59-11.97-17.44
Sale Or Maturity of Investments-14.0215.8114.4612.3815.21
Other Uses-0.000.000.000.000.00
Other Sources-0.000.000.000.000.00
Cash from Investing Activities-6.13-22.44-22.83-27.45-15.43
Cash Dividends Paid--1.00-1.000.000.000.00
Preferred Dividends (Cash Flow)-0.000.000.000.000.00
Change in Capital Stock-0.000.00-0.37170.130.00
Repurchase of Common Pref Stock-0.000.000.00-16.060.00
Sale of Common Pref Stock-0.000.00-0.37186.190.00
Proceedsfrom Stock Options-0.000.00-0.37186.190.00
Issuance or Reduction of Debt, Net--45.00-55.000.000.00-65.00
Change in Long Term Debt--20.00-30.0050.000.00-50.00
Issuance of Long Term Debt-0.000.000.000.000.00
Reduction of Long Term Debt--20.00-30.0050.000.00-50.00
Net Financing Active Other Cash Flow-0.000.00-0.090.21-0.27
Other Financing Activities Uses-0.000.00---
Cash from Financing Activities--38.56-38.1348.34-193.39243.28
Net Change in Cash--22.55-52.4333.59-196.72225.50
Free Cash Flow-8.977.487.2823.25-3.31
Price to Free Cash Flow-8.6710.8313.35--

Revenue breakdown

Savings Institutions, Not Federally Chartered2024: 90.28M 2025: 103.57M
United States2024: 90.28M 2025: 103.57M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-302.76%0.5M17.0M151.53K
2026-10-153.07%0.5M17.0M145.04K
2026-09-302.72%0.5M17.4M136.72K
2026-09-152.77%0.5M17.4M163.70K
2026-08-312.81%0.5M17.7M143.74K
2026-08-142.34%0.4M17.7M128.88K
2026-07-312.08%0.4M17.8M102.01K
2026-07-151.76%0.3M17.8M99.24K
2026-06-301.73%0.3M17.8M103.60K
2026-06-150.42%0.1M17.8M60.26K
2026-05-290.32%0.1M17.8M61.31K
2026-05-150.35%0.1M17.8M62.39K
2026-04-300.40%0.1M17.8M73.70K
2026-04-150.35%0.1M17.8M77.09K
2026-03-310.43%0.1M17.8M74.33K
2026-03-130.48%0.1M17.8M75.69K
2026-02-270.42%0.1M17.8M79.03K
2026-02-130.48%0.1M17.8M81.43K
2026-01-300.58%0.1M17.8M73.44K
2026-01-150.70%0.1M17.8M68.97K

Option chain

expiry 2026-11-20
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
call12.508.7012.000.005.3190.000.000.898-0.1390.006
call15.006.209.300.003.9190.000.000.866-0.1290.008
call17.503.706.800.002.9710.000.000.821-0.1150.009
call20.001.304.402.002.18250.000.000.744-0.0940.011
call22.500.001.101.300.7241500.000.547-0.0560.014
call25.000.000.900.001.2410.000.000.340-0.0910.013
call30.000.002.650.002.0760.000.000.241-0.1280.011
put12.500.002.650.003.9400.000.00-0.102-0.1380.006
put15.000.002.650.003.0120.000.00-0.133-0.1280.008
put17.500.002.650.002.2080.000.00-0.179-0.1140.009
put20.000.002.650.131.4642.000.00-0.256-0.0930.011
put22.500.000.901.460.69310.000.00-0.453-0.0540.014
put25.000.753.902.111.7242.000.00-0.659-0.0880.013
put30.005.708.800.002.5450.000.00-0.758-0.1260.011

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-064Statement of changes in beneficial ownership of securities2026-11-05SEC
2026-11-038-KCurrent report2026-11-03SEC
2026-11-038-KCurrent report2026-11-03SEC
2026-10-238-KCurrent report2026-10-22SEC
2026-10-154Statement of changes in beneficial ownership of securities2026-10-13SEC
2026-10-154Statement of changes in beneficial ownership of securities2026-10-13SEC
2026-10-154Statement of changes in beneficial ownership of securities2026-10-13SEC
2026-10-154Statement of changes in beneficial ownership of securities2026-10-13SEC
2026-10-154Statement of changes in beneficial ownership of securities2026-10-13SEC
2026-10-154Statement of changes in beneficial ownership of securities2026-10-13SEC
2026-10-093/A2025-07-31SEC
2026-10-094Statement of changes in beneficial ownership of securities2026-09-18SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-16SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-16SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-16SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-16SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-16SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-16SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-16SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-16SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-16SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-16SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-16SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-16SEC
2026-09-164Statement of changes in beneficial ownership of securities2026-09-14SEC
2026-09-168-K/A2026-09-15SEC
2026-09-16S-8Initial registration statement for securities to be offered to employees pursuant to employee benefit plansSEC
2026-09-158-KCurrent report2026-09-15SEC
2026-09-034Statement of changes in beneficial ownership of securities2026-09-03SEC
2026-08-274Statement of changes in beneficial ownership of securities2026-08-26SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110020.92K1
2026-100000
2026-09210.46K2111.69K1
2026-08376.11K400
2026-070000
2026-0620.13K100
2026-05274.32K1000
2026-04230.53K500
2026-03182.96K800
2026-02106.63K400
2026-010000
2025-12223.00K300
2025-11522.59K1100

Institutional holders

Manager% owned
T. Rowe Price Investment Management, Inc.5.84%
BlackRock, Inc.5.74%
VANGUARD CAPITAL MANAGEMENT LLC3.99%
FJ Capital Management LLC2.48%
GEODE CAPITAL MANAGEMENT, LLC2.16%
STATE STREET CORP1.25%
TWO SIGMA INVESTMENTS, LP1.23%
HENNESSY ADVISORS INC0.79%
MORGAN STANLEY0.74%
MARSHALL WACE, LLP0.73%

Funds

Fund% owned
VANGUARD TOTAL STOCK MARKET INDEX FUND2.84%
T. Rowe Price Small-Cap Value Fund, Inc.2.60%
iShares Russell 2000 ETF1.67%
VANGUARD EXTENDED MARKET INDEX FUND1.05%
Fidelity Small Cap Index Fund0.98%
iShares Russell 2000 Value ETF0.86%
Hennessy Small Cap Financial Fund0.79%
Small Cap Value Portfolio0.62%
VANGUARD RUSSELL 2000 INDEX FUND0.53%
Fidelity Extended Market Index Fund0.46%

OakChart. AVBC. Cached 15 minutes.

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