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Institutional Ownership · SEC Form 13F

Who owns Avidbank Holdings, Inc. (AVBH)


Which tracked institutional funds hold AVBH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVBH company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

87
Institutional holders
8M
Shares held (tracked funds)
76.8%
Of shares outstanding

How the tape is positioned

19 tracked funds added or opened AVBH while 11 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

AVBH’s largest tracked holder by dollar value, Patriot Financial Partners GP II, L.P., sizes it at 7.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in AVBH divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 87 tracked filers holding AVBH, 56 increased or opened the position and 32 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in AVBH between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 5

  • VANGUARD CAPITAL MANAGEMENT LLC$10M
  • AMERICAN CENTURY COMPANIES INC$2M
  • VANGUARD FIDUCIARY TRUST CO$1M
  • PRUDENTIAL FINANCIAL INC$608K
  • HSBC HOLDINGS PLC$527K

Full exits 5

  • VANGUARD GROUP INC$6M
  • BOOTHBAY FUND MANAGEMENT, LLC$3M
  • PMC FIG Opportunities LLC$1M
  • KENNEDY CAPITAL MANAGEMENT LLC$694K
  • TWO SIGMA ADVISERS, LP$521K

Largest adds

  • ADAGE CAPITAL PARTNERS GP, L.L.C.$7M
  • BANC FUNDS CO LLC$3M
  • Patriot Financial Partners GP II, L.P.$2M
  • ENDEAVOUR CAPITAL ADVISORS INC$2M
  • MORGAN STANLEY$2M
  • Qube Research & Technologies Ltd$2M

Largest trims

  • MALTESE CAPITAL MANAGEMENT LLC$3M
  • JACOBS ASSET MANAGEMENT, LLC$1M
  • CITADEL ADVISORS LLC$538K
  • TWO SIGMA INVESTMENTS, LP$463K
  • UBS Group AG$366K
  • ACADIAN ASSET MANAGEMENT LLC$270K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
Patriot Financial Partners GP II, L.P.1,050,918$30M11.8%2026-Q1
Fourthstone LLC trimmed1,046,582$30M11.7%2026-Q1
ALLIANCEBERNSTEIN L.P. added888,281$24M9.3%2026-Q1
ENDEAVOUR CAPITAL ADVISORS INC added708,491$20M7.9%2026-Q1
BANC FUNDS CO LLC added665,100$19M7.5%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. added452,035$13M5.1%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed421,584$12M4.7%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new339,317$10M3.8%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed326,717$9M3.7%2026-Q1
BlackRock, Inc. added222,596$6M2.5%2026-Q1
MENDON CAPITAL ADVISORS CORP trimmed219,678$6M2.5%2026-Q1
Curi Capital, LLC trimmed200,001$6M2.2%2026-Q1
First Eagle Investment Management, LLC added197,340$6M2.2%2026-Q1
MALTESE CAPITAL MANAGEMENT LLC trimmed176,200$5M2.0%2026-Q1
North Reef Capital Management LP trimmed123,022$4M1.4%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added121,648$3M1.4%2026-Q1
FRANKLIN RESOURCES INC trimmed119,242$3M1.3%2026-Q1
EJF Capital LP trimmed113,529$3M1.3%2026-Q1
JACOBS ASSET MANAGEMENT, LLC trimmed88,885$3M1.0%2026-Q1
MORGAN STANLEY added77,511$2M0.9%2026-Q1
STATE STREET CORP added69,504$2M0.8%2026-Q1
Qube Research & Technologies Ltd added69,360$2M0.8%2026-Q1
Elizabeth Park Capital Advisors, Ltd. added61,551$2M0.7%2026-Q1
Composition Wealth, LLC trimmed54,200$2M0.6%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed52,941$2M0.6%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed52,046$1M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new48,345$1M0.5%2026-Q1
CITADEL ADVISORS LLC trimmed36,626$1M0.4%2026-Q1
Focus Partners Wealth added36,389$1M0.4%2026-Q1
NORTHERN TRUST CORP added29,639$845K0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed25,157$717K0.3%2026-Q1
PRUDENTIAL FINANCIAL INC new21,330$608K0.2%2026-Q1
HSBC HOLDINGS PLC new18,395$527K0.2%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new17,011$485K0.2%2026-Q1
Trexquant Investment LP added16,940$483K0.2%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD added16,079$458K0.2%2026-Q1
GOLDMAN SACHS GROUP INC added14,379$410K0.2%2026-Q1
UBS Group AG trimmed13,346$380K0.1%2026-Q1
BARCLAYS PLC added12,989$370K0.1%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC12,500$356K0.1%2026-Q1
HighTower Advisors, LLC added12,449$355K0.1%2026-Q1
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management10,600$302K0.1%2026-Q1
Brevan Howard Capital Management LP new10,351$295K0.1%2026-Q1
Ghisallo Capital Management LLC10,000$285K0.1%2026-Q1
AXQ CAPITAL, LP new9,924$283K0.1%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed9,546$272K0.1%2026-Q1
OCCUDO QUANTITATIVE STRATEGIES LP new8,760$260K0.1%2026-Q1
ACADIAN ASSET MANAGEMENT LLC trimmed9,151$259K0.1%2026-Q1
ELCO Management Co., LLC8,591$245K0.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added8,525$243K0.1%2026-Q1
BetterWealth, LLC8,484$242K0.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed7,838$223K0.1%2026-Q1
BANK OF AMERICA CORP /DE/ added7,551$215K0.1%2026-Q1
Bank of New York Mellon Corp trimmed7,250$207K0.1%2026-Q1
Point72 Asset Management, L.P. new7,230$206K0.1%2026-Q1
Cerity Partners LLC trimmed7,119$203K0.1%2026-Q1
CALDWELL SUTTER CAPITAL, INC.5,500$157K0.1%2026-Q1
Vanguard Global Advisers, LLC new2,489$71K0.0%2026-Q1
RHUMBLINE ADVISERS added2,454$70K0.0%2026-Q1
DEUTSCHE BANK AG\ trimmed2,272$65K0.0%2026-Q1
CITIGROUP INC added2,173$62K0.0%2026-Q1
EverSource Wealth Advisors, LLC added561$52K0.0%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added1,382$39K0.0%2026-Q1
Police & Firemen's Retirement System of New Jersey new1,322$38K0.0%2026-Q1
JPMORGAN CHASE & CO added1,182$33K0.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed1,094$31K0.0%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND trimmed1,000$28K0.0%2026-Q1
CWM, LLC added615$18K0.0%2026-Q1
Tower Research Capital LLC (TRC) added524$15K0.0%2026-Q1
Russell Investments Group, Ltd. added368$10K0.0%2026-Q1
Legal & General Group Plc250$7K0.0%2026-Q1
Ameritas Investment Partners, Inc.236$7K0.0%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed157$4K0.0%2026-Q1
Sterling Capital Management LLC trimmed87$2K0.0%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed55$2K0.0%2026-Q1
FMR LLC trimmed41$1K0.0%2026-Q1
ROYAL BANK OF CANADA trimmed25$1K0.0%2026-Q1
MAI Capital Management new33$9410.0%2026-Q1
Allworth Financial LP trimmed22$6270.0%2026-Q1
ROTHSCHILD INVESTMENT LLC new20$5700.0%2026-Q1
Cornerstone Planning Group LLC new15$4420.0%2026-Q1
Root Financial Partners, LLC new15$4280.0%2026-Q1
Arax Advisory Partners new8$2280.0%2026-Q1
NISA INVESTMENT ADVISORS, LLC trimmed4$1140.0%2026-Q1
Essential Partners LLC new3$860.0%2026-Q1
Farther Finance Advisors, LLC new1$290.0%2026-Q1
SJS Investment Consulting Inc. new1$290.0%2026-Q1
VANGUARD GROUP INC added220,657$6M2.3%2025-Q4 stale
ALGEBRIS (UK) LTD new122,582$3M1.2%2025-Q3 stale
BOOTHBAY FUND MANAGEMENT, LLC trimmed96,674$3M1.0%2025-Q4 stale
Rhino Investment Partners, Inc new80,000$2M0.8%2025-Q3 stale
PMC FIG Opportunities LLC trimmed39,293$1M0.4%2025-Q4 stale
KENNEDY CAPITAL MANAGEMENT LLC26,138$694K0.3%2025-Q4 stale
TWO SIGMA ADVISERS, LP added19,600$521K0.2%2025-Q4 stale
Persistent Asset Partners Ltd trimmed14,033$373K0.1%2025-Q4 stale
ExodusPoint Capital Management, LP trimmed9,623$256K0.1%2025-Q4 stale
Kestra Advisory Services, LLC new1,365$36K0.0%2025-Q4 stale
Quarry LP added1,038$26K0.0%2025-Q3 stale
STRS OHIO trimmed500$13K0.0%2025-Q4 stale
AMALGAMATED BANK trimmed91$2K0.0%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership