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Avidbank Holdings Inc (AVBH)

CUSIP: 05368J103 | NYSE | Financial Services · Banks - Regional | Micro Cap | 123 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Patriot Financial Partners GP II, L.P.1,050,918
10.6% of portfolio›$32.6M
Y-Intercept (Hong Kong) Ltd29,674
0.0% of portfolio›$919.4K
Bank of New York Mellon Corp23,829
0.0% of portfolio›$738.3K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management10,600
0.0% of portfolio›$328.4K
BetterWealth, LLC8,484
0.0% of portfolio›$262.9K
Citigroup Inc2,891
0.0% of portfolio›$89.6K
Parallel Advisors, LLC312
0.0% of portfolio›$9.7K
Sterling Capital Management LLC183
0.0% of portfolio›$5.7K
Farther Finance Advisors, LLC103
0.0% of portfolio›$3.2K
Gamma Investing LLC61
0.0% of portfolio›$1.9K
PNC Financial Services Group, Inc.49
0.0% of portfolio›$1.5K
SJS Investment Consulting Inc.33
0.0% of portfolio›$1.0K
EverSource Wealth Advisors, LLC30
0.0% of portfolio›$930
TD Private Client Wealth LLC29
0.0% of portfolio›$899
Root Financial Partners, LLC26
0.0% of portfolio›$806
Essential Partners LLC13
0.0% of portfolio›$403
Nisa Investment Advisors, LLC4
0.0% of portfolio›$124
Caitong International Asset Management Co., Ltd2
0.0% of portfolio›$62
StyleTurnoverLocationFiled
Patriot Financial Partners GP II, L.P.
1,050,918$32.6M10.6%Deep ValueVery LowRadnor, PA2026-11-04
Y-Intercept (Hong Kong) Ltd
29,674$919.4K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Bank of New York Mellon Corp
23,829$738.3K0.0%CoreLowNew York, NY2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
10,600$328.4K0.0%GrowthVery LowSeattle, WA2026-10-27
BetterWealth, LLC
8,484$262.9K0.0%ETFVery LowSan Jose, CA2026-10-15
Citigroup Inc
2,891$89.6K0.0%CoreMediumNew York, NY2026-11-04
Parallel Advisors, LLC
312$9.7K0.0%IndexLowSan Francisco, CA2026-11-03
Sterling Capital Management LLC
183$5.7K0.0%GARPMediumCharlotte, NC2026-10-22
Farther Finance Advisors, LLC
103$3.2K0.0%IndexLowSan Francisco, CA2026-10-08
Gamma Investing LLC
61$1.9K0.0%IndexVery LowFoster City, CA2026-10-08
PNC Financial Services Group, Inc.
49$1.5K0.0%GrowthVery LowPittsburgh, PA2026-11-06
SJS Investment Consulting Inc.
33$1.0K0.0%ETFVery LowSylvania, OH2026-10-26
EverSource Wealth Advisors, LLC
30$9300.0%CoreMediumBirmingham, AL2026-11-04
TD Private Client Wealth LLC
29$8990.0%ETFLowNew York, NY2026-10-28
Root Financial Partners, LLC
26$8060.0%ETFMediumEncinitas, CA2026-10-21
Essential Partners LLC
13$4030.0%ValueMediumRancho Santa Fe, CA2026-10-14
Nisa Investment Advisors, LLC
4$1240.0%IndexVery LowSt. Louis, MO2026-10-20
Caitong International Asset Management Co., Ltd
2$620.0%GrowthVery HighHong Kong, South Korea2026-10-29