Latest Period
Q2 2026
Security Snapshot
Avidbank Holdings, Inc. - Common Stock, No Par Value per Share (AVBH) Institutional Ownership
CUSIP: 05368J103
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
92
Shares (Excl. Options)
9,031,250
Price
$33.03
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- Security type / class
- Equity / Common Stock, No Par Value per Share
- Symbol
- AVBH on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 9,031,250
- Total 13F value
- $294,279,766
- Portfolio coverage rank
- 0%
- Share change
- +590,020
- Value change
- +$20,367,272
- Number of holders
- 92
- Shares outstanding
- 10,950,281
- SEC-reported price per share
- $32.71
- Insider filing price
- $32.71
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- AVBH - Avidbank Holdings, Inc. - Common Stock, No Par Value per Share is tracked under CUSIP 05368J103.
- 92 institutions reported positions in Q2 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 88 to 92 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $237,806,504 to $294,279,766.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 92 institutions filings for Q2 2026.
Security key
05368J103
Latest holder period
Q2 2026
13F holders
92
13D/G owners
5
CIK / CUSIP context first
Open Q2 2026 holders
AVBH full holder history
Avidbank Holdings, Inc. SEC filings
Avidbank Holdings, Inc. company facts
Avidbank Holdings, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 05368J103:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
5
Security
AVBH
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Patriot Financial Partners IV, L.P. | 10% | $21,289,144 | 1,053,918 | Deutsch James F. | 08 Aug 2025 | |||
| ALLIANCEBERNSTEIN L.P. | 7.8% | $21,780,238 | 854,127 | AllianceBernstein L.P. | 30 Sep 2025 | |||
| Fourthstone LLC | 6.4% | $22,510,274 | 700,818 | Fourthstone LLC | 30 Jun 2026 | |||
| ENDEAVOUR CAPITAL ADVISORS INC | 6.4% | $17,796,093 | 697,886 | Endeavour Capital Advisors Inc. | 30 Sep 2025 | |||
| BlackRock, Inc. | 5.4% | $19,530,111 | 591,284 | BlackRock, Inc. | 30 Jun 2026 |
As of 30 Jun 2026, 92 institutional investors reported holding 9,031,250 shares of Avidbank Holdings, Inc. - Common Stock, No Par Value per Share (AVBH). This represents 82% of the company’s total 10,950,281 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
74%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Patriot Financial Partners GP II, L.P. | 9.6% | 1,050,918 | 0% | 8.9% | $34,711,822 |
| ALLIANCEBERNSTEIN L.P. | 8.1% | 883,421 | -0.55% | 0.01% | $25,177,499 |
| Fourthstone LLC | 6.4% | 700,818 | -33% | 16% | $23,148,019 |
| BANC FUNDS CO LLC | 6.1% | 668,100 | +0.45% | 3.6% | $22,067,343 |
| ENDEAVOUR CAPITAL ADVISORS INC | 6% | 658,705 | -7% | 4.5% | $21,757,026 |
| BlackRock, Inc. | 5.4% | 591,284 | +166% | 0% | $19,530,111 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 4.5% | 493,139 | +9.1% | 0.02% | $16,288,381 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3.4% | 372,756 | -12% | 0.01% | $12,312,131 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.3% | 362,951 | +7% | 0% | $11,988,272 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.8% | 308,439 | -5.6% | 0% | $10,187,740 |
| First Eagle Investment Management, LLC | 2.6% | 284,040 | +44% | 0.02% | $9,381,841 |
| TWO SIGMA INVESTMENTS, LP | 2.4% | 262,300 | +404% | 0.01% | $8,663,769 |
| GEODE CAPITAL MANAGEMENT, LLC | 2% | 214,083 | +76% | 0% | $7,072,390 |
| MENDON CAPITAL ADVISORS CORP | 1.7% | 190,858 | -13% | 2.2% | $6,304,039 |
| Curi Capital, LLC | 1.7% | 181,347 | -9.3% | 0.09% | $5,989,892 |
| STATE STREET CORP | 1.3% | 137,422 | +98% | 0% | $4,539,049 |
| MORGAN STANLEY | 1.2% | 127,191 | +64% | 0% | $4,201,118 |
| EJF Capital LP | 1% | 109,350 | -3.7% | 2.4% | $3,611,831 |
| FRANKLIN RESOURCES INC | 0.99% | 108,439 | -9.1% | 0% | $3,581,740 |
| CITADEL ADVISORS LLC | 0.77% | 84,833 | +132% | 0% | $2,802,034 |
| UBS Group AG | 0.74% | 80,778 | +505% | 0% | $2,668,097 |
| MALTESE CAPITAL MANAGEMENT LLC | 0.73% | 80,000 | -55% | 0.48% | $2,642,400 |
| JACOBS ASSET MANAGEMENT, LLC | 0.66% | 71,915 | -19% | 1.8% | $2,375,352 |
| NORTHERN TRUST CORP | 0.62% | 67,599 | +128% | 0% | $2,232,795 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.57% | 62,267 | +266% | 0% | $2,056,679 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 9,031,250 | $294,279,766 | +$20,367,272 | $33.03 | 92 |
| 2026 Q1 | 8,404,152 | $237,806,504 | +$6,968,769 | $28.50 | 88 |
| 2025 Q4 | 7,978,910 | $211,918,296 | +$1,629,296 | $26.56 | 64 |
| 2025 Q3 | 7,925,548 | $202,105,885 | +$158,221,481 | $25.50 | 44 |
| 2025 Q2 | 670,039 | $13,688,897 | -$1,332,812 | $20.43 | 1 |
| 2025 Q1 | 735,277 | $16,639,319 | +$372,942 | $22.63 | 1 |
| 2024 Q4 | 718,797 | $15,669,775 | +$122,080 | $21.80 | 1 |
| 2024 Q3 | 713,197 | $13,914,473 | -$1,063,988 | $19.51 | 1 |
| 2024 Q2 | 770,897 | $14,215,341 | -$220,358 | $18.44 | 2 |
| 2024 Q1 | 782,847 | $15,062,066 | +$169,122 | $19.24 | 2 |
| 2023 Q4 | 774,057 | $16,541,553 | -$1,430,094 | $21.37 | 2 |
| 2023 Q3 | 844,316 | $17,929,881 | -$2,181,168 | $21.32 | 3 |
| 2023 Q2 | 964,014 | $15,847,032 | +$2,197,344 | $16.48 | 3 |
| 2023 Q1 | 830,680 | $14,072,700 | +$1,359,205 | $16.99 | 3 |
| 2022 Q4 | 750,680 | $15,491,018 | $20.70 | 3 | |
| 2022 Q3 | 750,680 | $16,276,000 | +$435,003 | $21.75 | 3 |
| 2022 Q2 | 730,680 | $14,597,000 | +$3,759,457 | $20.00 | 3 |
| 2022 Q1 | 540,708 | $13,948,000 | +$206,797 | $25.67 | 2 |
| 2021 Q4 | 532,708 | $13,371,000 | -$393,540 | $25.10 | 2 |
| 2021 Q3 | 548,387 | $12,463,000 | -$375,377 | $22.67 | 2 |
| 2021 Q2 | 564,887 | $13,365,000 | -$2,295,050 | $23.66 | 2 |
| 2021 Q1 | 661,887 | $14,562,000 | +$66,001 | $22.00 | 2 |
| 2020 Q4 | 658,887 | $11,530,000 | +$87,497 | $17.50 | 2 |
| 2020 Q3 | 653,887 | $8,631,000 | +$102,961 | $13.20 | 2 |
| 2020 Q2 | 646,087 | $9,602,000 | +$231,311 | $14.87 | 2 |