Security Snapshot

Avidbank Holdings, Inc. - COMMON STOCK (AVBH) Institutional Ownership

CUSIP: 05368J103

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

87

Shares (Excl. Options)

8,404,144

Price

$28.50

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+230,927
Value change
+$6,968,541
Number of holders
87
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
10,950,346
SEC-reported price per share
$29.26
Insider filing price
$29.26
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • AVBH - Avidbank Holdings, Inc. - COMMON STOCK is tracked under CUSIP 05368J103.
  • 87 institutions reported positions in Q1 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 64 to 87 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $211,918,296 to $237,806,276.

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

Latest holder context comes from 87 institutions filings for Q1 2026.

Open SEC evidence

Security key

05368J103

Latest holder period

Q1 2026

13F holders

87

13D/G owners

3

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
3
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
ENDEAVOUR CAPITAL ADVISORS INC 6.4% $17,796,093 697,886 Endeavour Capital Advisors Inc. 30 Sep 2025

As of 31 Mar 2026, 87 institutional investors reported holding 8,404,144 shares of Avidbank Holdings, Inc. - COMMON STOCK (AVBH). This represents 77% of the company’s total 10,950,346 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
72%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Patriot Financial Partners GP II, L.P. 9.6% 1,050,918 0% 7.7% $29,951,163
Fourthstone LLC 9.6% 1,046,582 -4.1% 5.1% $29,827,587
ALLIANCEBERNSTEIN L.P. 8.1% 888,281 +1.7% 0.01% $23,592,743
ENDEAVOUR CAPITAL ADVISORS INC 6.5% 708,491 +1.5% 4.6% $20,191,994
BANC FUNDS CO LLC 6.1% 665,100 +12% 3.5% $18,955,350
ADAGE CAPITAL PARTNERS GP, L.L.C. 4.1% 452,035 +105% 0.02% $12,882,998
MANUFACTURERS LIFE INSURANCE COMPANY, THE 3.8% 421,584 -0.73% 0.01% $12,015,144
VANGUARD CAPITAL MANAGEMENT LLC 3.1% 339,317 0% 0% $9,670,535
WELLINGTON MANAGEMENT GROUP LLP 3% 326,717 -4.5% 0% $9,311,435
BlackRock, Inc. 2% 222,596 +6.6% 0% $6,343,987
MENDON CAPITAL ADVISORS CORP 2% 219,678 -6.3% 2.5% $6,260,824
Curi Capital, LLC 1.8% 200,001 -6.9% 0.1% $5,700,029
First Eagle Investment Management, LLC 1.8% 197,340 +29% 0.01% $5,624,190
MALTESE CAPITAL MANAGEMENT LLC 1.6% 176,200 -42% 0.99% $5,021,701
North Reef Capital Management LP 1.1% 123,022 -0.52% 0.12% $3,506,127
GEODE CAPITAL MANAGEMENT, LLC 1.1% 121,648 +3.8% 0% $3,467,960
FRANKLIN RESOURCES INC 1.1% 119,242 -4.9% 0% $3,398,397
EJF Capital LP 1% 113,529 -2.4% 2.3% $3,235,577
JACOBS ASSET MANAGEMENT, LLC 0.81% 88,885 -34% 1.5% $2,533,223
MORGAN STANLEY 0.71% 77,511 +262% 0% $2,209,066
STATE STREET CORP 0.63% 69,504 +188% 0% $1,980,864
Qube Research & Technologies Ltd 0.63% 69,360 +367% 0% $1,976,760
Elizabeth Park Capital Advisors, Ltd. 0.56% 61,551 +208% 1.4% $1,754,204
Composition Wealth, LLC 0.49% 54,200 -17% 0.02% $1,544,700
AMERICAN CENTURY COMPANIES INC 0.48% 52,941 0% $1,508,818

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 8,404,144 $237,806,276 +$6,968,541 $28.50 87
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
2020 Q1 630,510 $10,063,000 +$1,077,484 $15.87 2
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