AVBC β€” AVIDIA BANCORP

Ownership history in LYNCH & ASSOCIATES/IN  Β·  3 quarters on record

AI Ownership Summary

LYNCH & ASSOCIATES/IN reported AVIDIA BANCORP (AVBC) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.06% in 2026 Q1. The latest visible filing shows AVBC at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AVBC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LYNCH & ASSOCIATES/IN's position in AVIDIA BANCORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AVBC was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LYNCH & ASSOCIATES/IN held AVBC β€” position size vs. price
% of Fund (quarterly)    AVBC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 15,206 β€” 0% 0.06% $299K 2026-04-08 $20.25
2025 Q4 UNCHANGED 15,206 β€” 0% 0.05% $256K 2026-01-07 $16.49
2025 Q3 INITIATED 15,206 β€” β€” 0.04% $227K 2025-10-07 $14.62

FAQ About LYNCH & ASSOCIATES/IN and AVBC

These are the practical questions this page is built to answer before you even open the full history table.

How long has LYNCH & ASSOCIATES/IN reported owning AVBC?

LYNCH & ASSOCIATES/IN reported AVBC across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported AVBC position in LYNCH & ASSOCIATES/IN's portfolio?

The largest reported portfolio weight for AVBC was 0.06% in 2026 Q1.

What is the latest reported AVBC position on this page?

The most recent filing on this page is 2026 Q1, when LYNCH & ASSOCIATES/IN reported 15,206 shares, equal to 0.06% of portfolio, with an estimated market value of $299K.

What does the chart on this AVBC ownership page compare?

The chart compares LYNCH & ASSOCIATES/IN's quarterly AVBC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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