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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Patriot Financial Partners GP II, L.P. | 1,050,918 | $30M | 11.8% | 2026-Q1 |
| Fourthstone LLC trimmed | 1,046,582 | $30M | 11.7% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 888,281 | $24M | 9.3% | 2026-Q1 |
| ENDEAVOUR CAPITAL ADVISORS INC added | 708,491 | $20M | 7.9% | 2026-Q1 |
| BANC FUNDS CO LLC added | 665,100 | $19M | 7.5% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 452,035 | $13M | 5.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 421,584 | $12M | 4.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 339,317 | $10M | 3.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 326,717 | $9M | 3.7% | 2026-Q1 |
| BlackRock, Inc. added | 222,596 | $6M | 2.5% | 2026-Q1 |
| MENDON CAPITAL ADVISORS CORP trimmed | 219,678 | $6M | 2.5% | 2026-Q1 |
| Curi Capital, LLC trimmed | 200,001 | $6M | 2.2% | 2026-Q1 |
| First Eagle Investment Management, LLC added | 197,340 | $6M | 2.2% | 2026-Q1 |
| MALTESE CAPITAL MANAGEMENT LLC trimmed | 176,200 | $5M | 2.0% | 2026-Q1 |
| North Reef Capital Management LP trimmed | 123,022 | $4M | 1.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 121,648 | $3M | 1.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 119,242 | $3M | 1.3% | 2026-Q1 |
| EJF Capital LP trimmed | 113,529 | $3M | 1.3% | 2026-Q1 |
| JACOBS ASSET MANAGEMENT, LLC trimmed | 88,885 | $3M | 1.0% | 2026-Q1 |
| MORGAN STANLEY added | 77,511 | $2M | 0.9% | 2026-Q1 |
| STATE STREET CORP added | 69,504 | $2M | 0.8% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 69,360 | $2M | 0.8% | 2026-Q1 |
| Elizabeth Park Capital Advisors, Ltd. added | 61,551 | $2M | 0.7% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 54,200 | $2M | 0.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 52,941 | $2M | 0.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 52,046 | $1M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 48,345 | $1M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 36,626 | $1M | 0.4% | 2026-Q1 |
| Focus Partners Wealth added | 36,389 | $1M | 0.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 29,639 | $845K | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 25,157 | $717K | 0.3% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC new | 21,330 | $608K | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC new | 18,395 | $527K | 0.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 17,011 | $485K | 0.2% | 2026-Q1 |
| Trexquant Investment LP added | 16,940 | $483K | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 16,079 | $458K | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 14,379 | $410K | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 13,346 | $380K | 0.1% | 2026-Q1 |
| BARCLAYS PLC added | 12,989 | $370K | 0.1% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 12,500 | $356K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 12,449 | $355K | 0.1% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,600 | $302K | 0.1% | 2026-Q1 |
| Brevan Howard Capital Management LP new | 10,351 | $295K | 0.1% | 2026-Q1 |
| Ghisallo Capital Management LLC | 10,000 | $285K | 0.1% | 2026-Q1 |
| AXQ CAPITAL, LP new | 9,924 | $283K | 0.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 9,546 | $272K | 0.1% | 2026-Q1 |
| OCCUDO QUANTITATIVE STRATEGIES LP new | 8,760 | $260K | 0.1% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 9,151 | $259K | 0.1% | 2026-Q1 |
| ELCO Management Co., LLC | 8,591 | $245K | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 8,525 | $243K | 0.1% | 2026-Q1 |
| BetterWealth, LLC | 8,484 | $242K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 7,838 | $223K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 7,551 | $215K | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 7,250 | $207K | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. new | 7,230 | $206K | 0.1% | 2026-Q1 |
| Cerity Partners LLC trimmed | 7,119 | $203K | 0.1% | 2026-Q1 |
| CALDWELL SUTTER CAPITAL, INC. | 5,500 | $157K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 2,489 | $71K | 0.0% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 2,454 | $70K | 0.0% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 2,272 | $65K | 0.0% | 2026-Q1 |
| CITIGROUP INC added | 2,173 | $62K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 561 | $52K | 0.0% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 1,382 | $39K | 0.0% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey new | 1,322 | $38K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,182 | $33K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,094 | $31K | 0.0% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 1,000 | $28K | 0.0% | 2026-Q1 |
| CWM, LLC added | 615 | $18K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 524 | $15K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 368 | $10K | 0.0% | 2026-Q1 |
| Legal & General Group Plc | 250 | $7K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. | 236 | $7K | 0.0% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 157 | $4K | 0.0% | 2026-Q1 |
| Sterling Capital Management LLC trimmed | 87 | $2K | 0.0% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 55 | $2K | 0.0% | 2026-Q1 |
| FMR LLC trimmed | 41 | $1K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 25 | $1K | 0.0% | 2026-Q1 |
| MAI Capital Management new | 33 | $941 | 0.0% | 2026-Q1 |
| Allworth Financial LP trimmed | 22 | $627 | 0.0% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC new | 20 | $570 | 0.0% | 2026-Q1 |
| Cornerstone Planning Group LLC new | 15 | $442 | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC new | 15 | $428 | 0.0% | 2026-Q1 |
| Arax Advisory Partners new | 8 | $228 | 0.0% | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC trimmed | 4 | $114 | 0.0% | 2026-Q1 |
| Essential Partners LLC new | 3 | $86 | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 1 | $29 | 0.0% | 2026-Q1 |
| SJS Investment Consulting Inc. new | 1 | $29 | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 220,657 | $6M | 2.3% | 2025-Q4 stale |
| ALGEBRIS (UK) LTD new | 122,582 | $3M | 1.2% | 2025-Q3 stale |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 96,674 | $3M | 1.0% | 2025-Q4 stale |
| Rhino Investment Partners, Inc new | 80,000 | $2M | 0.8% | 2025-Q3 stale |
| PMC FIG Opportunities LLC trimmed | 39,293 | $1M | 0.4% | 2025-Q4 stale |
| KENNEDY CAPITAL MANAGEMENT LLC | 26,138 | $694K | 0.3% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 19,600 | $521K | 0.2% | 2025-Q4 stale |
| Persistent Asset Partners Ltd trimmed | 14,033 | $373K | 0.1% | 2025-Q4 stale |
| ExodusPoint Capital Management, LP trimmed | 9,623 | $256K | 0.1% | 2025-Q4 stale |
| Kestra Advisory Services, LLC new | 1,365 | $36K | 0.0% | 2025-Q4 stale |
| Quarry LP added | 1,038 | $26K | 0.0% | 2025-Q3 stale |
| STRS OHIO trimmed | 500 | $13K | 0.0% | 2025-Q4 stale |
| AMALGAMATED BANK trimmed | 91 | $2K | 0.0% | 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.
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.