Vault-13

AVIDBANK HLDGS INC AVBH

COM · Common Stock · CUSIP 05368J103

92 institutional holders +4 vs Q1 2026
9,315,1609.3m shares reported held*
84.8% of all shares outstanding*
$303.7mreported value*
15 new 44 added 22 reduced 10 sold out net bought ≈ $30.1m (+911.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($4.3k this quarter). Holder counts are more reliable. Shares outstanding: 11.0m as of 2026-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $32.60.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 3Q4 22: 3Q1 23: 3Q2 23: 3Q3 23: 3Q4 23: 3Q1 24: 2Q2 24: 2Q3 24: 1Q4 24: 1Q1 25: 1Q2 25: 1Q3 25: 44Q4 25: 64Q1 26: 88Q2 26: 9292Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20223
Q4 20223
Q1 20233
Q2 20233
Q3 20233
Q4 20233
Q1 20242
Q2 20242
Q3 20241
Q4 20241
Q1 20251
Q2 20251
Q3 202544
Q4 202564
Q1 202688
Q2 202692

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 0 bought or addedQ3 24: 1 cut or sold outQ4 24: 1 bought or addedQ4 24: 0 cut or sold outQ4 24Q1 25: 1 bought or addedQ1 25: 0 cut or sold outQ2 25: 0 bought or addedQ2 25: 1 cut or sold outQ2 25Q3 25: 43 bought or addedQ3 25: 0 cut or sold outQ4 25: 39 bought or addedQ4 25: 20 cut or sold outQ4 25Q1 26: 53 bought or addedQ1 26: 31 cut or sold outQ2 26: 59 bought or addedQ2 26: 32 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202401
Q4 202410
Q1 202510
Q2 202501
Q3 2025430
Q4 20253920
Q1 20265331
Q2 20265932

Biggest buyers

First Eagle Investment Management, LLC Added +370,740+370.7k
BlackRock, Inc. Added +368,688+368.7k
TWO SIGMA INVESTMENTS, LP Added +210,254+210.3k
GEODE CAPITAL MANAGEMENT, LLC Added +92,435+92.4k
STATE STREET CORP Added +67,918+67.9k
UBS Group AG Added +67,432+67.4k
JPMORGAN CHASE & CO Added +57,527+57.5k
MORGAN STANLEY Added +49,680+49.7k
CITADEL ADVISORS LLC Added +48,207+48.2k
VANGUARD PORTFOLIO MANAGEMENT LLC Added +45,256+45.3k

Biggest sellers

Fourthstone LLC Reduced -345,764-345.8k
North Reef Capital Management LP Sold out -123,022-123.0k
MALTESE CAPITAL MANAGEMENT LLC Reduced -96,200-96.2k
ENDEAVOUR CAPITAL ADVISORS INC Reduced -49,786-49.8k
MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -48,828-48.8k
AMERICAN CENTURY COMPANIES INC Reduced -34,024-34.0k
MENDON CAPITAL ADVISORS CORP Reduced -28,820-28.8k
PRUDENTIAL FINANCIAL INC Sold out -21,330-21.3k
Curi Capital, LLC Reduced -18,654-18.7k
WELLINGTON MANAGEMENT GROUP LLP Reduced -18,278-18.3k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Patriot Financial Partners IV, L.P. 13D · may seek influence new · filed 2025-08-12
Stated purposeThe Patriot Funds acquired the Common Stock reported herein for investment purposes and the acquisition of shares of Common Stock was not motivated by an intent to exercise control, directly or indirectly, over the management, policies or business operations of the Issuer. Subject to applicable federal and state securities laws, Patriot Financial Group IV may dispose of shares of the Common Stock from time to time, subject to market conditions and other investment considerations, and may cause shares of the Common Stock to be distributed in kind to investors. To the extent permitted by applicable bank regulatory limitations, each member of the Patriot Financial Group IV may directly or indirectly acquire additional shares of Common Stock or associated rights or securities exercisable for o… Full filing
10.0% new 1.1m≈ $34.8m 2025-08-12
ALLIANCEBERNSTEIN L.P. 13G · institution new · filed 2025-11-14 7.8% new 854.1k≈ $28.2m 2025-11-14
Fourthstone LLC 13G · institution filed 2026-08-14 6.4% 700.8k≈ $23.1m 2026-08-14
ENDEAVOUR CAPITAL ADVISORS INC 13G · institution new · filed 2025-11-12 6.4% new 697.9k≈ $23.1m 2025-11-12
BANC FUNDS CO LLC 13G · passive investor filed 2026-02-13 5.5% 596.4k≈ $19.7m 2026-02-13
BlackRock, Inc. 13G · institution new · filed 2026-07-27 5.4% new 591.3k≈ $19.5m 2026-07-27

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
20020Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 16 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 1 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 2 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 202516$3.3m0——
Q4 20250—0——
Q1 20260—1$5.6m—
Q2 20260—0——
Q3 20260—2$378.6k—
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-09 ROSINUS MIKE Director Sold 1,500 $31.45 $47.2k1.5k shares -8%
2026-08-14 WASSON ARTHUR EVP, Chief Revenue Officer Sold 10,000 $33.14 $331.4k10.0k shares -49%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Patriot Financial Partners GP II, L.P. 8.87% of their portfolio RADNOR, PA 1,050,9181.1m $34.7m $34.7m 8.87% Unchanged
2 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 883,421883.4k $25.2m $25.2m 0.01% Reduced -4.9k -4,860
3 Fourthstone LLC 16.48% of their portfolio ST LOUIS, MO 700,818700.8k $23.1m $23.1m 16.48% Reduced -345.8k -345,764
4 BANC FUNDS CO LLC 3.64% of their portfolio CHICAGO, IL 668,100668.1k $22.1m $22.1m 3.64% Added +3.0k +3,000
5 ENDEAVOUR CAPITAL ADVISORS INC 4.46% of their portfolio GREENWICH, CT 658,705658.7k $21.8m $21.8m 4.46% Reduced -49.8k -49,786
6 BlackRock, Inc. 0.00% of their portfolio New York, NY 591,284591.3k $19.5m $19.5m 0.00% Added +368.7k +368,688
7 First Eagle Investment Management, LLC 0.02% of their portfolio NEW YORK, NY 568,080568.1k $18.8m $18.8m 0.02% Added +370.7k +370,740
8 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio Boston, MA 493,139493.1k $16.3m $16.3m 0.02% Added +41.1k +41,104
9 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 372,756372.8k $12.3m $12.3m 0.01% Reduced -48.8k -48,828
10 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 362,951363.0k $12.0m $12.0m 0.00% Added +23.6k +23,634
11 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 308,439308.4k $10.2m $10.2m 0.00% Reduced -18.3k -18,278
12 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 262,300262.3k $8.7m $8.7m 0.01% Added +210.3k +210,254
13 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 214,083214.1k $7.1m $7.1m 0.00% Added +92.4k +92,435
14 MENDON CAPITAL ADVISORS CORP 2.23% of their portfolio KEY LARGO, FL 190,858190.9k $6.3m $6.3m 2.23% Reduced -28.8k -28,820
15 Curi Capital, LLC 0.09% of their portfolio CHICAGO, IL 181,347181.3k $6.0m $6.0m 0.09% Reduced -18.7k -18,654
16 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 137,422137.4k $4.5m $4.5m 0.00% Added +67.9k +67,918
17 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 127,191127.2k $4.2m $4.2m 0.00% Added +49.7k +49,680
18 EJF Capital LP 2.42% of their portfolio Arlington, VA 109,350109.3k $3.6m $3.6m 2.42% Reduced -4.2k -4,179
19 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 108,439108.4k $3.6m $3.6m 0.00% Reduced -10.8k -10,803
20 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 84,83384.8k $2.8m $2.8m 0.00% Added +48.2k +48,207
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 80,77880.8k $2.7m $2.7m 0.00% Added +67.4k +67,432
22 MALTESE CAPITAL MANAGEMENT LLC 0.48% of their portfolio New York, NY 80,00080.0k $2.6m $2.6m 0.48% Reduced -96.2k -96,200
23 JACOBS ASSET MANAGEMENT, LLC 1.79% of their portfolio NEW YORK, NY 71,91571.9k $2.4m $2.4m 1.79% Reduced -17.0k -16,970
24 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 67,59967.6k $2.2m $2.2m 0.00% Added +38.0k +37,960
25 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 62,26762.3k $2.1m $2.1m 0.00% Added +45.3k +45,256
26 Elizabeth Park Capital Advisors, Ltd. 1.40% of their portfolio PEPPER PIKE, OH 61,55161.6k $2.0m $2.0m 1.40% Unchanged
27 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 59,79859.8k $2.0m $2.0m 0.00% Reduced -9.6k -9,562
28 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 58,70958.7k $1.9m $1.9m 0.00% Added +57.5k +57,527
29 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 49,53649.5k $1.6m $1.6m 0.00% Added +1.2k +1,191
30 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 46,21846.2k $1.5m $1.5m 0.00% Added +37.7k +37,693
31 Composition Wealth, LLC 0.02% of their portfolio LOS ANGELES, CA 44,20044.2k $1.5m $1.5m 0.02% Reduced -10.0k -10,000
32 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 42,76042.8k $1.4m $1.4m 0.00% Added +28.4k +28,381
33 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 37,30537.3k $1.2m $1.2m 0.00% Added +30.1k +30,075
34 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 34,73834.7k $1.1m $1.1m 0.01% Added +17.8k +17,798
35 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 33,33633.3k $1.1m $1.1m 0.00% Reduced -3.1k -3,053
36 Voleon Capital Management LP 0.02% of their portfolio BERKELEY, CA 27,62927.6k $912.6k $912.6k 0.02% New
37 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 25,95126.0k $857.2k $857.2k 0.00% Added +16.4k +16,405
38 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 23,55623.6k $778.1k $778.1k 0.00% Added +16.3k +16,306
39 OCCUDO QUANTITATIVE STRATEGIES LP 0.04% of their portfolio FORT LAUDERDALE, FL 20,47020.5k $676.1k $676.1k 0.04% Added +11.7k +11,710
40 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 18,91718.9k $624.8k $624.8k 0.00% Reduced -34.0k -34,024
41 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 16,17616.2k $534.3k $534.3k 0.00% Reduced -9.0k -8,981
42 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 15,71115.7k $518.9k $518.9k 0.01% New
43 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 15,28215.3k $504.8k $504.8k 0.00% Reduced -797 -797
44 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 13,28613.3k $438.8k $438.8k 0.00% New
45 JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio FLORHAM PARK, NJ 13,27013.3k $438.3k $438.3k 0.00% New
46 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 13,15713.2k $434.6k $434.6k 0.00% Added +5.6k +5,606
47 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 12,50012.5k $412.9k $412.9k 0.01% Unchanged
48 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 12,44212.4k $411.0k $411.0k 0.00% Reduced -7 -7
49 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 12,39612.4k $409.4k $409.4k 0.00% New
50 Quadrature Capital Ltd 0.00% of their portfolio LONDON, X0 12,33912.3k $407.6k $407.6k 0.00% New
51 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 11,78711.8k $389.3k $389.3k 0.00% New
52 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% of their portfolio Seattle, WA 10,60010.6k $350.1k $350.1k 0.01% Unchanged
53 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 10,13810.1k $334.9k $334.9k 0.00% Added +2.3k +2,300
54 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 9,4989.5k $313.7k $313.7k 0.00% Added +7.0k +7,044
55 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 9,3059.3k $307.3k $307.3k 0.00% Reduced -3.7k -3,684
56 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 9,2959.3k $307.0k $307.0k 0.00% Added +7.1k +7,122
57 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 9,1729.2k $300.8k $300.8k 0.00% Reduced -9.2k -9,223
58 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 9,0369.0k $298.5k $298.5k 0.00% Added +6.8k +6,764
59 BetterWealth, LLC 0.05% of their portfolio SAN JOSE, CA 8,4848.5k $280.2k $280.2k 0.05% Unchanged
60 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 7,7637.8k $256.4k $256.4k 0.00% Added +6.7k +6,669
61 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 7,7147.7k $255.0k $255.0k 0.00% New
62 ZACKS INVESTMENT MANAGEMENT 0.00% of their portfolio Chicago, IL 7,2807.3k $240.5k $240.5k 0.00% New
63 Virtu Financial LLC 0.01% of their portfolio New York, NY 7,1667.2k $237.0k $237.0k 0.01% New
64 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 7,0067.0k $231.4k $231.4k 0.00% Reduced -113 -113
65 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 5,7155.7k $188.8k $188.8k 0.00% New
66 CALDWELL SUTTER CAPITAL, INC. 0.07% of their portfolio SAUSALITO, CA 5,5005.5k $181.7k $181.7k 0.07% Unchanged
67 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 4,2694.3k $141.0k $141.0k 0.00% Added +2.9k +2,887
68 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 4,1004.1k $135.4k $135.4k 0.00% Added +3.1k +3,100
69 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 2,7342.7k $90.3k $90.3k 0.00% Added +1.4k +1,412
70 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 2,6472.6k $87.4k $87.4k 0.00% Added +2.3k +2,279
71 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 2,4892.5k $82.2k $82.2k 0.00% Unchanged
72 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 1,7601.8k $58.1k $58.1k 0.00% New
73 Legal & General Group Plc 0.00% of their portfolio London, X0 904904 $29.9k $29.9k 0.00% Added +654 +654
74 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 841841 $27.8k $27.8k 0.00% Added +605 +605
75 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 748748 $24.7k $24.7k 0.00% Added +224 +224
76 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 338338 $11.0k $11.0k 0.00% Added +313 +313
77 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 187187 $6.2k $6.2k 0.00% Added +100 +100
78 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 128128 $4.2k $4.2k 0.00% Reduced -29 -29
79 FMR LLC 0.00% of their portfolio BOSTON, MA 116116 $3.8k $3.8k 0.00% Added +75 +75
80 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 7777 $2.5k $2.5k 0.00% New
81 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 7575 $2.5k $2.5k 0.00% Added +67 +67
82 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 5555 $1.8k $1.8k 0.00% Unchanged
83 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 3030 $991 $991 0.00% Added +8 +8
84 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 2525 $825 $825 0.00% Added +2 +2
85 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 2020 $661 $661 0.00% Unchanged
86 Cornerstone Planning Group LLC 0.00% of their portfolio FAIRFIELD, NJ 1515 $477 $477 0.00% Unchanged
87 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 1414 $458 $458 0.00% New
88 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 1313 $429 $429 0.00% Added +10 +10
89 Basecamp Wealth Advisors LLC 0.00% of their portfolio BELLEVUE, WA 1212 $396 $396 0.00% Added +4 +4
90 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 44 $132 $132 0.00% Unchanged
91 SJS Investment Consulting Inc. 0.00% of their portfolio SYLVANIA, OH 22 $67 $67 0.00% Added +1 +1
92 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 22 $66 $66 0.00% New