Who owns Avidbank Holdings (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-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on AVBH is one-sided between 2026-Q1 and 2026-Q2: 32 added or opened and 5 trimmed or exited — on balance accumulating.
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 8.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.9pp 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 2026-Q1 and 2026-Q2, across 90 tracked filers holding AVBH, 58 increased or opened the position and 33 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 2026-Q1 and 2026-Q2 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 2
- Voleon Capital Management LP$913K
- XTX Topco Ltd$519K
Full exits 2
- North Reef Capital Management LP$4M
- PRUDENTIAL FINANCIAL INC$608K
Largest adds
- BlackRock, Inc.$13M
- TWO SIGMA INVESTMENTS, LP$7M
- Patriot Financial Partners GP II, L.P.$5M
- First Eagle Investment Management, LLC$4M
- GEODE CAPITAL MANAGEMENT, LLC$4M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$3M
Largest trims
- Fourthstone LLC$7M
- MALTESE CAPITAL MANAGEMENT LLC$2M
- AMERICAN CENTURY COMPANIES INC$884K
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Patriot Financial Partners GP II, L.P. | 1,050,918 | $35M | 11.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 883,421 | $25M | 8.0% | 2026-Q2 |
| Fourthstone LLC trimmed | 700,818 | $23M | 7.4% | 2026-Q2 |
| BANC FUNDS CO LLC added | 668,100 | $22M | 7.0% | 2026-Q2 |
| ENDEAVOUR CAPITAL ADVISORS INC trimmed | 658,705 | $22M | 6.9% | 2026-Q2 |
| BlackRock, Inc. added | 591,284 | $20M | 6.2% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 493,139 | $16M | 5.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 372,756 | $12M | 3.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 362,951 | $12M | 3.8% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 308,439 | $10M | 3.2% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 284,040 | $9M | 3.0% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 262,300 | $9M | 2.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 214,083 | $7M | 2.3% | 2026-Q2 |
| MENDON CAPITAL ADVISORS CORP trimmed | 190,858 | $6M | 2.0% | 2026-Q2 |
| Curi Capital, LLC trimmed | 181,347 | $6M | 1.9% | 2026-Q2 |
| STATE STREET CORP added | 137,422 | $5M | 1.4% | 2026-Q2 |
| MORGAN STANLEY added | 127,191 | $4M | 1.3% | 2026-Q2 |
| EJF Capital LP trimmed | 109,350 | $4M | 1.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 108,439 | $4M | 1.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 84,833 | $3M | 0.9% | 2026-Q2 |
| UBS Group AG added | 80,778 | $3M | 0.8% | 2026-Q2 |
| MALTESE CAPITAL MANAGEMENT LLC trimmed | 80,000 | $3M | 0.8% | 2026-Q2 |
| JACOBS ASSET MANAGEMENT, LLC trimmed | 71,915 | $2M | 0.8% | 2026-Q2 |
| NORTHERN TRUST CORP added | 67,599 | $2M | 0.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 62,267 | $2M | 0.7% | 2026-Q2 |
| Elizabeth Park Capital Advisors, Ltd. | 61,551 | $2M | 0.6% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 59,798 | $2M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 58,709 | $2M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 49,536 | $2M | 0.5% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 46,218 | $2M | 0.5% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 44,200 | $1M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 42,760 | $1M | 0.4% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 37,305 | $1M | 0.4% | 2026-Q2 |
| Trexquant Investment LP added | 34,738 | $1M | 0.4% | 2026-Q2 |
| Focus Partners Wealth trimmed | 33,336 | $1M | 0.4% | 2026-Q2 |
| Voleon Capital Management LP new | 27,629 | $913K | 0.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 25,951 | $857K | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 23,556 | $778K | 0.2% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 20,470 | $676K | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 18,917 | $625K | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 16,176 | $534K | 0.2% | 2026-Q2 |
| XTX Topco Ltd new | 15,711 | $519K | 0.2% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 15,282 | $505K | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC new | 13,286 | $439K | 0.1% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC new | 13,270 | $438K | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 13,157 | $435K | 0.1% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 12,500 | $413K | 0.1% | 2026-Q2 |
| Nuveen, LLC new | 12,396 | $409K | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd new | 12,339 | $408K | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC new | 11,787 | $389K | 0.1% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,600 | $350K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 10,138 | $335K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 9,498 | $314K | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 9,305 | $307K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 9,295 | $307K | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 9,172 | $301K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 9,036 | $298K | 0.1% | 2026-Q2 |
| BetterWealth, LLC | 8,484 | $280K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 7,763 | $256K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ new | 7,714 | $255K | 0.1% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT new | 7,280 | $240K | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 7,006 | $231K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC new | 5,715 | $189K | 0.1% | 2026-Q2 |
| CALDWELL SUTTER CAPITAL, INC. | 5,500 | $182K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 4,269 | $141K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 4,100 | $135K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 2,734 | $90K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 2,647 | $87K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 2,489 | $82K | 0.0% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO new | 1,760 | $58K | 0.0% | 2026-Q2 |
| Legal & General Group Plc added | 904 | $30K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 841 | $28K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 748 | $25K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 338 | $11K | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC added | 187 | $6K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 128 | $4K | 0.0% | 2026-Q2 |
| FMR LLC added | 116 | $4K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 77 | $3K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 75 | $2K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 55 | $2K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 30 | $991 | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 25 | $825 | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 20 | $661 | 0.0% | 2026-Q2 |
| Cornerstone Planning Group LLC | 15 | $477 | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 14 | $458 | 0.0% | 2026-Q2 |
| Essential Partners LLC added | 13 | $429 | 0.0% | 2026-Q2 |
| Basecamp Wealth Advisors LLC added | 12 | $396 | 0.0% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC | 4 | $132 | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. added | 2 | $67 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd new | 2 | $66 | 0.0% | 2026-Q2 |
| North Reef Capital Management LP trimmed | 123,022 | $4M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| PRUDENTIAL FINANCIAL INC new | 21,330 | $608K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC added | 220,657 | $6M | 1.9% | 2025-Q4 stale (2 quarters behind) |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 96,674 | $3M | 0.8% | 2025-Q4 stale (2 quarters behind) |
| PMC FIG Opportunities LLC trimmed | 39,293 | $1M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| KENNEDY CAPITAL MANAGEMENT LLC | 26,138 | $694K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| TWO SIGMA ADVISERS, LP new | 19,600 | $521K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Persistent Asset Partners Ltd trimmed | 14,033 | $373K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| ALGEBRIS (UK) LTD new | 122,582 | $3M | 1.0% | 2025-Q3 stale (3 quarters behind) |
| Rhino Investment Partners, Inc new | 80,000 | $2M | 0.6% | 2025-Q3 stale (3 quarters behind) |
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.
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.