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, Q2 2026
Institutional positions in Avidbank Holdings, Inc. as of Jun 30, 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
- 91
- +4 vs. Q1 2026
- Shares held
- 9.03M
- +627.6K (+7.5%) vs. Q1 2026
- Total value
- $294.3M
- +$56.5M (+23.8%) vs. Q1 2026
- New holders
- 14
- 44 more added
- Sold out
- 10
- 22 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Avidbank Holdings, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 2 | $66 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $67 | 0.00% | +1+100.0% | Added |
| Nisa Investment Advisors, LLC | 4 | $132 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 12 | $396 | 0.00% | +4+50.0% | Added |
| Essential Partners LLC | 13 | $429 | 0.00% | +10+333.3% | Added |
| Jones Financial Companies LLLP | 14 | $458 | 0.00% | +14 | New |
| Cornerstone Planning Group LLC | 15 | $477 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $661 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 25 | $825 | 0.00% | +2+8.7% | Added |
| Allworth Financial LP | 30 | $991 | 0.00% | +8+36.4% | Added |
| UBS Asset Management Americas Inc | 55 | $1.82K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 75 | $2.48K | 0.00% | +67+837.5% | Added |
| FMR LLC | 116 | $3.83K | 0.00% | +75+182.9% | Added |
| California State Teachers Retirement System | 128 | $4.23K | 0.00% | −29−18.5% | Reduced |
| Sterling Capital Management LLC | 187 | $6.18K | 0.00% | +100+114.9% | Added |
| Royal Bank of Canada | 338 | $11.0K | 0.00% | +313+1,252.0% | Added |
| Tower Research Capital LLC (TRC) | 748 | $24.7K | 0.00% | +224+42.7% | Added |
| Ameritas Investment Partners, Inc. | 841 | $27.8K | 0.00% | +605+256.4% | Added |
| Legal & General Group Plc | 904 | $29.9K | 0.00% | +654+261.6% | Added |
| Public Employees Retirement System of Ohio | 1,760 | $58.1K | 0.00% | +1,760 | New |
| Vanguard Global Advisers, LLC | 2,489 | $82.2K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,647 | $87.4K | 0.00% | +2,279+619.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,734 | $90.3K | 0.00% | +1,412+106.8% | Added |
| New York State Common Retirement Fund | 4,100 | $135.4K | 0.00% | +3,100+310.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,269 | $141.0K | 0.00% | +2,887+208.9% | Added |
| Caldwell Sutter Capital, Inc. | 5,500 | $181.7K | 0.07% | 00.0% | Unchanged |
| MetLife Investment Management | 5,715 | $188.8K | 0.00% | +5,715 | New |
| Cerity Partners LLC | 7,006 | $231.4K | 0.00% | −113−1.6% | Reduced |
| Virtu Financial LLC | 7,166 | $237.0K | 0.01% | +7,166 | New |
| Zacks Investment Management | 7,280 | $240.5K | 0.00% | +7,280 | New |
| Price T Rowe Associates Inc | 7,714 | $255.0K | 0.00% | +7,714 | New |
| Wells Fargo & Company | 7,763 | $256.4K | 0.00% | +6,669+609.6% | Added |
| BetterWealth, LLC | 8,484 | $280.2K | 0.05% | 00.0% | Unchanged |
| Deutsche Bank AG | 9,036 | $298.5K | 0.00% | +6,764+297.7% | Added |
| HSBC Holdings PLC | 9,172 | $300.8K | 0.00% | −9,223−50.1% | Reduced |
| Citigroup Inc | 9,295 | $307.0K | 0.00% | +7,122+327.7% | Added |
| Barclays PLC | 9,305 | $307.3K | 0.00% | −3,684−28.4% | Reduced |
| Rhumbline Advisers | 9,498 | $313.7K | 0.00% | +7,044+287.0% | Added |
| AQR Capital Management LLC | 10,138 | $334.9K | 0.00% | +2,300+29.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,600 | $350.1K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 11,787 | $389.3K | 0.00% | +11,787 | New |
| Quadrature Capital Ltd | 12,339 | $407.6K | 0.00% | +12,339 | New |
| Nuveen, LLC | 12,396 | $409.4K | 0.00% | +12,396 | New |
| HighTower Advisors, LLC | 12,442 | $411.0K | 0.00% | −7−0.1% | Reduced |
| Bridgeway Capital Management, LLC | 12,500 | $412.9K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 13,157 | $434.6K | 0.00% | +5,606+74.2% | Added |
| Jacobs Levy Equity Management, Inc | 13,270 | $438.3K | 0.00% | +13,270 | New |
| Squarepoint Ops LLC | 13,286 | $438.8K | 0.00% | +13,286 | New |
| State of Wisconsin Investment Board | 15,282 | $504.8K | 0.00% | −797−5.0% | Reduced |
| XTX Topco Ltd | 15,711 | $518.9K | 0.01% | +15,711 | New |
| Millennium Management LLC | 16,176 | $534.3K | 0.00% | −8,981−35.7% | Reduced |
| American Century Companies Inc | 18,917 | $624.8K | 0.00% | −34,024−64.3% | Reduced |
| Occudo Quantitative Strategies LP | 20,470 | $676.1K | 0.04% | +11,710+133.7% | Added |
| Bank of New York Mellon Corp | 23,556 | $778.1K | 0.00% | +16,306+224.9% | Added |
| Charles Schwab Investment Management Inc | 25,951 | $857.2K | 0.00% | +16,405+171.9% | Added |
| Voleon Capital Management LP | 27,629 | $912.6K | 0.02% | +27,629 | New |
| Colony Group, LLC | 33,336 | $1.10M | 0.00% | −3,053−8.4% | Reduced |
| Trexquant Investment LP | 34,738 | $1.15M | 0.01% | +17,798+105.1% | Added |
| Point72 Asset Management, L.P. | 37,305 | $1.23M | 0.00% | +30,075+416.0% | Added |
| Goldman Sachs Group Inc | 42,760 | $1.41M | 0.00% | +28,381+197.4% | Added |
| Miracle Mile Advisors, LLC | 44,200 | $1.46M | 0.02% | −10,000−18.5% | Reduced |
| BNP Paribas Arbitrage, SA | 46,218 | $1.53M | 0.00% | +37,693+442.1% | Added |
| Vanguard Fiduciary Trust Co | 49,536 | $1.64M | 0.00% | +1,191+2.5% | Added |
| JPMorgan Chase & Co | 58,709 | $1.92M | 0.00% | +57,527+4,866.9% | Added |
| Qube Research & Technologies Ltd | 59,798 | $1.98M | 0.00% | −9,562−13.8% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 61,551 | $2.03M | 1.40% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 62,267 | $2.06M | 0.00% | +45,256+266.0% | Added |
| Northern Trust Corp | 67,599 | $2.23M | 0.00% | +37,960+128.1% | Added |
| Jacobs Asset Management, LLC | 71,915 | $2.38M | 1.79% | −16,970−19.1% | Reduced |
| Maltese Capital Management LLC | 80,000 | $2.64M | 0.48% | −96,200−54.6% | Reduced |
| UBS Group AG | 80,778 | $2.67M | 0.00% | +67,432+505.3% | Added |
| Citadel Advisors LLC | 84,833 | $2.80M | 0.00% | +48,207+131.6% | Added |
| Franklin Resources Inc | 108,439 | $3.58M | 0.00% | −10,803−9.1% | Reduced |
| EJF Capital LLC | 109,350 | $3.61M | 2.42% | −4,179−3.7% | Reduced |
| Morgan Stanley | 127,191 | $4.20M | 0.00% | +49,680+64.1% | Added |
| State Street Corp | 137,422 | $4.54M | 0.00% | +67,918+97.7% | Added |
| RMB Capital Management, LLC | 181,347 | $5.99M | 0.09% | −18,654−9.3% | Reduced |
| Mendon Capital Advisors Corp | 190,858 | $6.30M | 2.23% | −28,820−13.1% | Reduced |
| Geode Capital Management, LLC | 214,083 | $7.07M | 0.00% | +92,435+76.0% | Added |
| Two Sigma Investments, LP | 262,300 | $8.66M | 0.01% | +210,254+404.0% | Added |
| First Eagle Investment Management, LLC | 284,040 | $9.38M | 0.02% | +86,700+43.9% | Added |
| Wellington Management Group LLP | 308,439 | $10.2M | 0.00% | −18,278−5.6% | Reduced |
| Vanguard Capital Management LLC | 362,951 | $12.0M | 0.00% | +23,634+7.0% | Added |
| Manufacturers Life Insurance Company, The | 372,756 | $12.3M | 0.01% | −48,828−11.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 493,139 | $16.3M | 0.02% | +41,104+9.1% | Added |
| BlackRock, Inc. | 591,284 | $19.5M | 0.00% | +368,688+165.6% | Added |
| Endeavour Capital Advisors Inc | 658,705 | $21.8M | 4.46% | −49,786−7.0% | Reduced |
| Banc Funds Co LLC | 668,100 | $22.1M | 3.64% | +3,000+0.5% | Added |
| Fourthstone LLC | 700,818 | $23.1M | 16.48% | −345,764−33.0% | Reduced |
| Alliancebernstein L.P. | 883,421 | $25.2M | 0.01% | −4,860−0.5% | Reduced |
| Patriot Financial Partners GP II, L.P. | 1,050,918 | $34.7M | 8.87% | 00.0% | Unchanged |
| North Reef Capital Management LP | 0 | $0 | 0.00% | −123,022−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −21,330−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −10,351−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −9,924−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −9,151−100.0% | Sold out |
| ELCO Management Co., LLC | 0 | $0 | 0.00% | −8,591−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |