| 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 Dec 2025, 64 institutional investors reported holding 7,978,910 shares of Avidbank Holdings, Inc. - COMMON STOCK (AVBH). This represents 73% of the company’s total 10,950,346 outstanding shares.
The largest institutional shareholders of Avidbank Holdings, Inc. - COMMON STOCK (AVBH) together control 70% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Fourthstone LLC | 10% | 1,091,019 | +4.7% | 5.4% | $28,977,465 |
| Patriot Financial Partners GP II, L.P. | 9.6% | 1,050,918 | 0% | 8.7% | $27,912,382 |
| ALLIANCEBERNSTEIN L.P. | 8% | 873,227 | +2.2% | 0.01% | $23,192,909 |
| ENDEAVOUR CAPITAL ADVISORS INC | 6.4% | 697,886 | 0% | 5.2% | $18,535,852 |
| BANC FUNDS CO LLC | 5.4% | 596,430 | -12% | 3.1% | $15,841,181 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3.9% | 424,692 | -0.3% | 0.01% | $11,279,820 |
| WELLINGTON MANAGEMENT GROUP LLP | 3.1% | 342,071 | -31% | 0% | $9,085,406 |
| MALTESE CAPITAL MANAGEMENT LLC | 2.8% | 305,000 | +39% | 1.4% | $8,100,800 |
| MENDON CAPITAL ADVISORS CORP | 2.1% | 234,553 | -21% | 2.4% | $6,229,728 |
| VANGUARD GROUP INC | 2% | 220,657 | +65% | 0% | $5,860,650 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 2% | 220,315 | +16% | 0.01% | $5,851,566 |
| Curi Capital, LLC | 2% | 214,875 | -11% | 0.1% | $5,707,080 |
| BlackRock, Inc. | 1.9% | 208,892 | +111% | 0% | $5,548,173 |
| First Eagle Investment Management, LLC | 1.4% | 153,500 | +81% | 0.01% | $4,076,960 |
| JACOBS ASSET MANAGEMENT, LLC | 1.2% | 135,000 | -7.6% | 2% | $3,585,600 |
| FRANKLIN RESOURCES INC | 1.1% | 125,442 | -2.1% | 0% | $3,331,740 |
| North Reef Capital Management LP | 1.1% | 123,671 | -13% | 0.13% | $3,284,702 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.1% | 117,217 | +57% | 0% | $3,114,163 |
| EJF Capital LP | 1.1% | 116,379 | +5% | 1.8% | $3,091,026 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.88% | 96,674 | -30% | 0.07% | $2,567,661 |
| TWO SIGMA INVESTMENTS, LP | 0.67% | 73,294 | +91% | 0% | $1,946,689 |
| Composition Wealth, LLC | 0.6% | 65,200 | -8.4% | 0.02% | $1,731,712 |
| CITADEL ADVISORS LLC | 0.54% | 59,572 | +633% | 0% | $1,582,232 |
| PMC FIG Opportunities LLC | 0.36% | 39,293 | -58% | 1.6% | $1,043,622 |
| Focus Partners Wealth | 0.33% | 36,362 | -16% | 0% | $965,775 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 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 |
| 2019 Q4 | 563,010 | $13,935,000 | +$3,959,853 | $24.75 | 2 |
| 2019 Q3 | 403,018 | $9,659,000 | +$332,843 | $23.93 | 2 |
| 2019 Q2 | 389,149 | $8,905,000 | -$4,581,683 | $23.12 | 2 |
| 2019 Q1 | 586,707 | $13,597,000 | +$1,348,062 | $23.15 | 3 |
| 2018 Q4 | 528,501 | $11,073,000 | +$272,981 | $20.95 | 2 |
| 2018 Q3 | 515,501 | $13,094,000 | -$77,219 | $25.40 | 2 |
| 2018 Q2 | 518,541 | $12,964,000 | $25.00 | 2 | |
| 2018 Q1 | 518,541 | $12,518,000 | -$866,291 | $24.13 | 2 |
| 2017 Q4 | 553,541 | $12,798,105 | -$3,472,575 | $23.05 | 2 |
| 2017 Q3 | 701,891 | $13,586,000 | +$2,330,904 | $19.90 | 3 |
| 2017 Q2 | 575,146 | $11,345,000 | +$2,277,693 | $19.66 | 3 |
| 2017 Q1 | 459,782 | $8,782,000 | +$33,445 | $19.10 | 3 |
| 2016 Q4 | 458,032 | $8,269,000 | -$67,437 | $17.95 | 3 |
| 2016 Q3 | 461,792 | $7,234,000 | -$253,382 | $15.50 | 3 |
| 2016 Q2 | 478,082 | $7,003,000 | -$512,732 | $14.65 | 3 |
| 2016 Q1 | 513,082 | $6,861,000 | -$774,773 | $14.00 | 3 |
| 2015 Q4 | 571,922 | $7,937,000 | +$80,736 | $13.95 | 3 |
| 2015 Q3 | 566,140 | $6,991,000 | -$2,470 | $12.35 | 3 |
| 2015 Q2 | 566,340 | $7,113,000 | +$299,000 | $12.46 | 3 |
| 2015 Q1 | 542,340 | $6,643,000 | +$836,431 | $12.25 | 2 |
| 2014 Q4 | 474,050 | $5,712,000 | +$116,377 | $12.05 | 2 |
| 2014 Q3 | 464,388 | $5,318,000 | +$483,000 | $11.46 | 2 |
| 2014 Q2 | 422,179 | $4,856,000 | $11.55 | 2 | |
| 2014 Q1 | 422,179 | $4,876,000 | +$58,000 | $11.57 | 2 |