AVIDBANK HLDGS INC AVBH
COM · Common Stock · CUSIP 05368J103
- SectorFinancials
- IndustryState Commercial Banks
- HeadquartersSan Jose, CA
- FilingsSEC EDGAR
* 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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 3 |
| Q4 2022 | 3 |
| Q1 2023 | 3 |
| Q2 2023 | 3 |
| Q3 2023 | 3 |
| Q4 2023 | 3 |
| Q1 2024 | 2 |
| Q2 2024 | 2 |
| Q3 2024 | 1 |
| Q4 2024 | 1 |
| Q1 2025 | 1 |
| Q2 2025 | 1 |
| Q3 2025 | 44 |
| Q4 2025 | 64 |
| Q1 2026 | 88 |
| Q2 2026 | 92 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 0 | 1 |
| Q4 2024 | 1 | 0 |
| Q1 2025 | 1 | 0 |
| Q2 2025 | 0 | 1 |
| Q3 2025 | 43 | 0 |
| Q4 2025 | 39 | 20 |
| Q1 2026 | 53 | 31 |
| Q2 2026 | 59 | 32 |
Biggest buyers
| First Eagle Investment Management, LLC | Added | +370.7k |
| BlackRock, Inc. | Added | +368.7k |
| TWO SIGMA INVESTMENTS, LP | Added | +210.3k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +92.4k |
| STATE STREET CORP | Added | +67.9k |
| UBS Group AG | Added | +67.4k |
| JPMORGAN CHASE & CO | Added | +57.5k |
| MORGAN STANLEY | Added | +49.7k |
| CITADEL ADVISORS LLC | Added | +48.2k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +45.3k |
Biggest sellers
| Fourthstone LLC | Reduced | -345.8k |
| North Reef Capital Management LP | Sold out | -123.0k |
| MALTESE CAPITAL MANAGEMENT LLC | Reduced | -96.2k |
| ENDEAVOUR CAPITAL ADVISORS INC | Reduced | -49.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Reduced | -48.8k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -34.0k |
| MENDON CAPITAL ADVISORS CORP | Reduced | -28.8k |
| PRUDENTIAL FINANCIAL INC | Sold out | -21.3k |
| Curi Capital, LLC | Reduced | -18.7k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -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.
| Holder | Stake |
|---|---|
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% |
| ALLIANCEBERNSTEIN L.P. 13G · institution new · filed 2025-11-14 | 7.8% |
| Fourthstone LLC 13G · institution filed 2026-08-14 | 6.4% |
| ENDEAVOUR CAPITAL ADVISORS INC 13G · institution new · filed 2025-11-12 | 6.4% |
| BANC FUNDS CO LLC 13G · passive investor filed 2026-02-13 | 5.5% |
| BlackRock, Inc. 13G · institution new · filed 2026-07-27 | 5.4% |
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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 16 | $3.3m | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 1 | $5.6m | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 2 | $378.6k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-09 | ROSINUS MIKE Director | Sold | $47.2k1.5k shares |
| 2026-08-14 | WASSON ARTHUR EVP, Chief Revenue Officer | Sold | $331.4k10.0k shares |
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
| Manager | Shares | Change |
|---|---|---|
| Patriot Financial Partners GP II, L.P. 8.87% of their portfolio | 1.1m $34.7m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 883.4k $25.2m | Reduced -4.9k |
| Fourthstone LLC 16.48% of their portfolio | 700.8k $23.1m | Reduced -345.8k |
| BANC FUNDS CO LLC 3.64% of their portfolio | 668.1k $22.1m | Added +3.0k |
| ENDEAVOUR CAPITAL ADVISORS INC 4.46% of their portfolio | 658.7k $21.8m | Reduced -49.8k |
| BlackRock, Inc. 0.00% of their portfolio | 591.3k $19.5m | Added +368.7k |
| First Eagle Investment Management, LLC 0.02% of their portfolio | 568.1k $18.8m | Added +370.7k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 493.1k $16.3m | Added +41.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 372.8k $12.3m | Reduced -48.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 363.0k $12.0m | Added +23.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 308.4k $10.2m | Reduced -18.3k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 262.3k $8.7m | Added +210.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 214.1k $7.1m | Added +92.4k |
| MENDON CAPITAL ADVISORS CORP 2.23% of their portfolio | 190.9k $6.3m | Reduced -28.8k |
| Curi Capital, LLC 0.09% of their portfolio | 181.3k $6.0m | Reduced -18.7k |
| STATE STREET CORP 0.00% of their portfolio | 137.4k $4.5m | Added +67.9k |
| MORGAN STANLEY 0.00% of their portfolio | 127.2k $4.2m | Added +49.7k |
| EJF Capital LP 2.42% of their portfolio | 109.3k $3.6m | Reduced -4.2k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 108.4k $3.6m | Reduced -10.8k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 84.8k $2.8m | Added +48.2k |
| UBS Group AG 0.00% of their portfolio | 80.8k $2.7m | Added +67.4k |
| MALTESE CAPITAL MANAGEMENT LLC 0.48% of their portfolio | 80.0k $2.6m | Reduced -96.2k |
| JACOBS ASSET MANAGEMENT, LLC 1.79% of their portfolio | 71.9k $2.4m | Reduced -17.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 67.6k $2.2m | Added +38.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 62.3k $2.1m | Added +45.3k |
| Elizabeth Park Capital Advisors, Ltd. 1.40% of their portfolio | 61.6k $2.0m | Unchanged |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 59.8k $2.0m | Reduced -9.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 58.7k $1.9m | Added +57.5k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 49.5k $1.6m | Added +1.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 46.2k $1.5m | Added +37.7k |
| Composition Wealth, LLC 0.02% of their portfolio | 44.2k $1.5m | Reduced -10.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 42.8k $1.4m | Added +28.4k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 37.3k $1.2m | Added +30.1k |
| Trexquant Investment LP 0.01% of their portfolio | 34.7k $1.1m | Added +17.8k |
| Focus Partners Wealth 0.00% of their portfolio | 33.3k $1.1m | Reduced -3.1k |
| Voleon Capital Management LP 0.02% of their portfolio | 27.6k $912.6k | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 26.0k $857.2k | Added +16.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 23.6k $778.1k | Added +16.3k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.04% of their portfolio | 20.5k $676.1k | Added +11.7k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 18.9k $624.8k | Reduced -34.0k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 16.2k $534.3k | Reduced -9.0k |
| XTX Topco Ltd 0.01% of their portfolio | 15.7k $518.9k | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 15.3k $504.8k | Reduced -797 |
| Squarepoint Ops LLC 0.00% of their portfolio | 13.3k $438.8k | New |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 13.3k $438.3k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 13.2k $434.6k | Added +5.6k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 12.5k $412.9k | Unchanged |
| HighTower Advisors, LLC 0.00% of their portfolio | 12.4k $411.0k | Reduced -7 |
| Nuveen, LLC 0.00% of their portfolio | 12.4k $409.4k | New |
| Quadrature Capital Ltd 0.00% of their portfolio | 12.3k $407.6k | New |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 11.8k $389.3k | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% of their portfolio | 10.6k $350.1k | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 10.1k $334.9k | Added +2.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 9.5k $313.7k | Added +7.0k |
| BARCLAYS PLC 0.00% of their portfolio | 9.3k $307.3k | Reduced -3.7k |
| CITIGROUP INC 0.00% of their portfolio | 9.3k $307.0k | Added +7.1k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 9.2k $300.8k | Reduced -9.2k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 9.0k $298.5k | Added +6.8k |
| BetterWealth, LLC 0.05% of their portfolio | 8.5k $280.2k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 7.8k $256.4k | Added +6.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 7.7k $255.0k | New |
| ZACKS INVESTMENT MANAGEMENT 0.00% of their portfolio | 7.3k $240.5k | New |
| Virtu Financial LLC 0.01% of their portfolio | 7.2k $237.0k | New |
| Cerity Partners LLC 0.00% of their portfolio | 7.0k $231.4k | Reduced -113 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 5.7k $188.8k | New |
| CALDWELL SUTTER CAPITAL, INC. 0.07% of their portfolio | 5.5k $181.7k | Unchanged |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 4.3k $141.0k | Added +2.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 4.1k $135.4k | Added +3.1k |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 2.7k $90.3k | Added +1.4k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 2.6k $87.4k | Added +2.3k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 2.5k $82.2k | Unchanged |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 1.8k $58.1k | New |
| Legal & General Group Plc 0.00% of their portfolio | 904 $29.9k | Added +654 |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 841 $27.8k | Added +605 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 748 $24.7k | Added +224 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 338 $11.0k | Added +313 |
| Sterling Capital Management LLC 0.00% of their portfolio | 187 $6.2k | Added +100 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 128 $4.2k | Reduced -29 |
| FMR LLC 0.00% of their portfolio | 116 $3.8k | Added +75 |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 77 $2.5k | New |
| Arax Advisory Partners 0.00% of their portfolio | 75 $2.5k | Added +67 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 55 $1.8k | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 30 $991 | Added +8 |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 25 $825 | Added +2 |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 20 $661 | Unchanged |
| Cornerstone Planning Group LLC 0.00% of their portfolio | 15 $477 | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 14 $458 | New |
| Essential Partners LLC 0.00% of their portfolio | 13 $429 | Added +10 |
| Basecamp Wealth Advisors LLC 0.00% of their portfolio | 12 $396 | Added +4 |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 4 $132 | Unchanged |
| SJS Investment Consulting Inc. 0.00% of their portfolio | 2 $67 | Added +1 |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 2 $66 | New |