Avidbank Holdings, Inc.
AVBH- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001443575
In the last 90 days, Avidbank Holdings, Inc. insiders filed 0 open-market purchases and 2 sales; 91 institutions reported holding it in 13F filings for Q2 2026, worth $294.3M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Avidbank Holdings, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 88
- +25 vs. Q4 2025
- Shares held
- 8.40M
- +645.9K (+8.3%) vs. Q4 2025
- Total value
- $237.8M
- +$31.7M (+15.4%) vs. Q4 2025
- New holders
- 34
- 23 more added
- Sold out
- 9
- 22 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AVBH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 91 | $294.3M |
| Q1 2026 | 88 | $237.8M |
| Q4 2025 | 64 | $211.9M |
| Q3 2025 | 44 | $202.1M |
| Q2 2025 | 1 | $13.7M |
| Q1 2025 | 1 | $16.6M |
| Q4 2024 | 1 | $15.7M |
| Q3 2024 | 1 | $13.9M |
| Q2 2024 | 2 | $14.2M |
| Q1 2024 | 2 | $15.1M |
| Q4 2023 | 2 | $16.5M |
| Q3 2023 | 3 | $17.9M |
| Q2 2023 | 3 | $15.8M |
| Q1 2023 | 3 | $14.1M |
| Q4 2022 | 3 | $15.5M |
| Q3 2022 | 3 | $16.3M |
| Q2 2022 | 3 | $14.6M |
| Q1 2022 | 2 | $13.9M |
| Q4 2021 | 2 | $13.4M |
| Q3 2021 | 2 | $12.5M |
| Q2 2021 | 2 | $13.4M |
| Q1 2021 | 2 | $14.6M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Avidbank Holdings, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 1 | $29 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 1 | $29 | 0.00% | +1 | New |
| Essential Partners LLC | 3 | $86 | 0.00% | +3 | New |
| Nisa Investment Advisors, LLC | 4 | $114 | 0.00% | +4 | New |
| SRS Capital Advisors, Inc. | 8 | $228 | 0.00% | +8 | New |
| Basecamp Wealth Advisors LLC | 8 | $228 | 0.00% | +8 | New |
| Root Financial Partners, LLC | 15 | $428 | 0.00% | +15 | New |
| Cornerstone Planning Group LLC | 15 | $442 | 0.00% | +15 | New |
| Rothschild Investment LLC | 20 | $570 | 0.00% | +20 | New |
| Allworth Financial LP | 22 | $627 | 0.00% | +22 | New |
| EverSource Wealth Advisors, LLC | 23 | $657 | 0.00% | +23 | New |
| MAI Capital Management | 33 | $941 | 0.00% | +33 | New |
| Royal Bank of Canada | 25 | $1.00K | 0.00% | −129−83.8% | Reduced |
| FMR LLC | 41 | $1.17K | 0.00% | +41 | New |
| UBS Asset Management Americas Inc | 55 | $1.57K | 0.00% | +55 | New |
| Sterling Capital Management LLC | 87 | $2.48K | 0.00% | −65−42.8% | Reduced |
| California State Teachers Retirement System | 157 | $4.47K | 0.00% | −20−11.3% | Reduced |
| Ameritas Investment Partners, Inc. | 236 | $6.73K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 250 | $7.13K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 368 | $10.5K | 0.00% | +138+60.0% | Added |
| Tower Research Capital LLC (TRC) | 524 | $14.9K | 0.00% | +220+72.4% | Added |
| CWM, LLC | 615 | $17.5K | 0.00% | +615 | New |
| New York State Common Retirement Fund | 1,000 | $28.5K | 0.00% | +1,000 | New |
| Wells Fargo & Company | 1,094 | $31.2K | 0.00% | −2,158−66.4% | Reduced |
| JPMorgan Chase & Co | 1,182 | $33.0K | 0.00% | +20+1.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,322 | $37.7K | 0.00% | +1,322 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 1,382 | $39.4K | 0.00% | +34+2.5% | Added |
| Citigroup Inc | 2,173 | $61.9K | 0.00% | +2,106+3,143.3% | Added |
| Deutsche Bank AG | 2,272 | $64.8K | 0.00% | +2,272 | New |
| Rhumbline Advisers | 2,454 | $69.9K | 0.00% | +339+16.0% | Added |
| Vanguard Global Advisers, LLC | 2,489 | $70.9K | 0.00% | +2,489 | New |
| Caldwell Sutter Capital, Inc. | 5,500 | $156.8K | 0.06% | 00.0% | Unchanged |
| Cerity Partners LLC | 7,119 | $202.9K | 0.00% | −1,781−20.0% | Reduced |
| Point72 Asset Management, L.P. | 7,230 | $206.1K | 0.00% | +7,230 | New |
| Bank of New York Mellon Corp | 7,250 | $206.6K | 0.00% | +7,250 | New |
| Bank of America Corp | 7,551 | $215.2K | 0.00% | +5,730+314.7% | Added |
| AQR Capital Management LLC | 7,838 | $223.4K | 0.00% | +7,838 | New |
| BetterWealth, LLC | 8,484 | $241.8K | 0.05% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 8,525 | $243.0K | 0.00% | +7,802+1,079.1% | Added |
| ELCO Management Co., LLC | 8,591 | $244.8K | 0.12% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 9,151 | $259.0K | 0.00% | −10,840−54.2% | Reduced |
| Occudo Quantitative Strategies LP | 8,760 | $259.6K | 0.01% | +8,760 | New |
| Charles Schwab Investment Management Inc | 9,546 | $272.1K | 0.00% | −1,154−10.8% | Reduced |
| Axq Capital, LP | 9,924 | $282.8K | 0.04% | +9,924 | New |
| Ghisallo Capital Management LLC | 10,000 | $285.0K | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 10,351 | $295.0K | 0.00% | +10,351 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,600 | $302.1K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 12,449 | $354.8K | 0.00% | +50.0% | Added |
| Bridgeway Capital Management, LLC | 12,500 | $356.3K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 12,989 | $370.2K | 0.00% | +8,366+181.0% | Added |
| UBS Group AG | 13,346 | $380.4K | 0.00% | −14,748−52.5% | Reduced |
| Goldman Sachs Group Inc | 14,379 | $409.8K | 0.00% | +14,379 | New |
| State of Wisconsin Investment Board | 16,079 | $458.3K | 0.00% | +16,079 | New |
| Trexquant Investment LP | 16,940 | $482.8K | 0.00% | +16,940 | New |
| Vanguard Portfolio Management LLC | 17,011 | $484.8K | 0.00% | +17,011 | New |
| HSBC Holdings PLC | 18,395 | $526.8K | 0.00% | +18,395 | New |
| Prudential Financial Inc | 21,330 | $607.9K | 0.00% | +21,330 | New |
| Millennium Management LLC | 25,157 | $717.0K | 0.00% | −319−1.3% | Reduced |
| Northern Trust Corp | 29,639 | $844.7K | 0.00% | +2,483+9.1% | Added |
| Colony Group, LLC | 36,389 | $1.04M | 0.00% | +27+0.1% | Added |
| Citadel Advisors LLC | 36,626 | $1.04M | 0.00% | −22,946−38.5% | Reduced |
| Vanguard Fiduciary Trust Co | 48,345 | $1.38M | 0.00% | +48,345 | New |
| Two Sigma Investments, LP | 52,046 | $1.48M | 0.00% | −21,248−29.0% | Reduced |
| American Century Companies Inc | 52,941 | $1.51M | 0.00% | +52,941 | New |
| Miracle Mile Advisors, LLC | 54,200 | $1.54M | 0.02% | −11,000−16.9% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 61,551 | $1.75M | 1.35% | +41,551+207.8% | Added |
| Qube Research & Technologies Ltd | 69,360 | $1.98M | 0.00% | +54,521+367.4% | Added |
| State Street Corp | 69,504 | $1.98M | 0.00% | +45,360+187.9% | Added |
| Morgan Stanley | 77,511 | $2.21M | 0.00% | +56,084+261.7% | Added |
| Jacobs Asset Management, LLC | 88,885 | $2.53M | 1.52% | −46,115−34.2% | Reduced |
| EJF Capital LLC | 113,529 | $3.24M | 2.28% | −2,850−2.4% | Reduced |
| Franklin Resources Inc | 119,242 | $3.40M | 0.00% | −6,200−4.9% | Reduced |
| Geode Capital Management, LLC | 121,648 | $3.47M | 0.00% | +4,431+3.8% | Added |
| North Reef Capital Management LP | 123,022 | $3.51M | 0.12% | −649−0.5% | Reduced |
| Maltese Capital Management LLC | 176,200 | $5.02M | 0.99% | −128,800−42.2% | Reduced |
| First Eagle Investment Management, LLC | 197,340 | $5.62M | 0.01% | +43,840+28.6% | Added |
| RMB Capital Management, LLC | 200,001 | $5.70M | 0.10% | −14,874−6.9% | Reduced |
| Mendon Capital Advisors Corp | 219,678 | $6.26M | 2.43% | −14,875−6.3% | Reduced |
| BlackRock, Inc. | 222,596 | $6.34M | 0.00% | +13,704+6.6% | Added |
| Wellington Management Group LLP | 326,717 | $9.31M | 0.00% | −15,354−4.5% | Reduced |
| Vanguard Capital Management LLC | 339,317 | $9.67M | 0.00% | +339,317 | New |
| Manufacturers Life Insurance Company, The | 421,584 | $12.0M | 0.01% | −3,108−0.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 452,035 | $12.9M | 0.02% | +231,720+105.2% | Added |
| Banc Funds Co LLC | 665,100 | $19.0M | 3.53% | +68,670+11.5% | Added |
| Endeavour Capital Advisors Inc | 708,491 | $20.2M | 4.58% | +10,605+1.5% | Added |
| Alliancebernstein L.P. | 888,281 | $23.6M | 0.01% | +15,054+1.7% | Added |
| Fourthstone LLC | 1,046,582 | $29.8M | 5.06% | −44,437−4.1% | Reduced |
| Patriot Financial Partners GP II, L.P. | 1,050,918 | $30.0M | 7.71% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −96,674−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −39,293−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −26,138−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −19,600−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −14,033−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −9,623−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,365−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |