Avidbank Holdings Inc (AVBH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Patriot Financial Partners GP II, L.P.

UNCHANGED

Shares1,050,918 from 1,050,918

Change0 (0%)

Value$32.6M (-$2.1M)

Filed 2026-11-04

Y-Intercept (Hong Kong) Ltd

NEW

Shares29,674

Change+29,674

Value$919.4K

Filed 2026-10-16

Bank of New York Mellon Corp

INCREASED

Shares23,829 from 23,556

Change+273 (+1%)

Value$738.3K (-$39.7K)

Filed 2026-11-05

Barclays PLC

INCREASED

Shares10,601 from 9,305

Change+1,296 (+14%)

Value$328.5K (+$21.1K)

Filed 2026-11-06

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

UNCHANGED

Shares10,600 from 10,600

Change0 (0%)

Value$328.4K (-$21.7K)

Filed 2026-10-27

BetterWealth, LLC

UNCHANGED

Shares8,484 from 8,484

Change0 (0%)

Value$262.9K (-$17.4K)

Filed 2026-10-15

Citigroup Inc

DECREASED

Shares2,891 from 9,295

Change-6,404 (-69%)

Value$89.6K (-$217.4K)

Filed 2026-11-04

Parallel Advisors, LLC

NEW

Shares312

Change+312

Value$9.7K

Filed 2026-11-03

Sterling Capital Management LLC

DECREASED

Shares183 from 187

Change-4 (-2%)

Value$5.7K (-$507)

Filed 2026-10-22

Farther Finance Advisors, LLC

NEW

Shares103

Change+103

Value$3.2K

Filed 2026-10-08

Gamma Investing LLC

NEW

Shares61

Change+61

Value$1.9K

Filed 2026-10-08

PNC Financial Services Group, Inc.

NEW

Shares49

Change+49

Value$1.5K

Filed 2026-11-06

SJS Investment Consulting Inc.

INCREASED

Shares33 from 2

Change+31 (+1550%)

Value$1.0K (+$956)

Filed 2026-10-26

EverSource Wealth Advisors, LLC

INCREASED

Shares30 from 25

Change+5 (+20%)

Value$930 (+$105)

Filed 2026-11-04

TD Private Client Wealth LLC

NEW

Shares29

Change+29

Value$899

Filed 2026-10-28

Root Financial Partners, LLC

NEW

Shares26

Change+26

Value$806

Filed 2026-10-21

Essential Partners LLC

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$403 (-$26)

Filed 2026-10-14

Nisa Investment Advisors, LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$124 (-$8)

Filed 2026-10-20

Caitong International Asset Management Co., Ltd

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$62 (-$4)

Filed 2026-10-29

Cornerstone Planning Group LLC

CLOSED

Shares0 from 15

Change-15 (-100%)

Value$0 (-$477)

Filed 2026-10-16

Alliancebernstein L.P.

N/A

Shares— from 883,421

Change-883,421 (-100%)

Value—

Fourthstone LLC

N/A

Shares— from 700,818

Change-700,818 (-100%)

Value—

Banc Funds Co LLC

N/A

Shares— from 668,100

Change-668,100 (-100%)

Value—

Endeavour Capital Advisors Inc

N/A

Shares— from 658,705

Change-658,705 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 591,284

Change-591,284 (-100%)

Value—

Adage Capital Partners GP, L.L.C.

N/A

Shares— from 493,139

Change-493,139 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 372,756

Change-372,756 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 362,951

Change-362,951 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 308,439

Change-308,439 (-100%)

Value—

First Eagle Investment Management, LLC

N/A

Shares— from 284,040

Change-284,040 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 262,300

Change-262,300 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 214,083

Change-214,083 (-100%)

Value—

Mendon Capital Advisors Corp

N/A

Shares— from 190,858

Change-190,858 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 181,347

Change-181,347 (-100%)

Value—

State Street Corp

N/A

Shares— from 137,422

Change-137,422 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 127,191

Change-127,191 (-100%)

Value—

EJF Capital LP

N/A

Shares— from 109,350

Change-109,350 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 108,439

Change-108,439 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 84,833

Change-84,833 (-100%)

Value—

UBS Group AG

N/A

Shares— from 80,778

Change-80,778 (-100%)

Value—

Maltese Capital Management LLC

N/A

Shares— from 80,000

Change-80,000 (-100%)

Value—

Jacobs Asset Management, LLC

N/A

Shares— from 71,915

Change-71,915 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 67,599

Change-67,599 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 62,267

Change-62,267 (-100%)

Value—

Elizabeth Park Capital Advisors, Ltd.

N/A

Shares— from 61,551

Change-61,551 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 59,798

Change-59,798 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 58,709

Change-58,709 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 49,536

Change-49,536 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 46,218

Change-46,218 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 44,200

Change-44,200 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 42,760

Change-42,760 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 37,305

Change-37,305 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 34,738

Change-34,738 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 33,336

Change-33,336 (-100%)

Value—

Voleon Capital Management LP

N/A

Shares— from 27,629

Change-27,629 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 25,951

Change-25,951 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 20,470

Change-20,470 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 18,917

Change-18,917 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 16,176

Change-16,176 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 15,711

Change-15,711 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 15,282

Change-15,282 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 13,286

Change-13,286 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 13,270

Change-13,270 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 13,157

Change-13,157 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 12,500

Change-12,500 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 12,442

Change-12,442 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 12,396

Change-12,396 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 12,339

Change-12,339 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 11,787

Change-11,787 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 10,138

Change-10,138 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 9,498

Change-9,498 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 9,172

Change-9,172 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 9,036

Change-9,036 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 7,763

Change-7,763 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 7,714

Change-7,714 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 7,280

Change-7,280 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 7,166

Change-7,166 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 7,006

Change-7,006 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 5,715

Change-5,715 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 5,500

Change-5,500 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 4,269

Change-4,269 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 4,100

Change-4,100 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 2,734

Change-2,734 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 2,647

Change-2,647 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 2,489

Change-2,489 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 1,760

Change-1,760 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 904

Change-904 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 841

Change-841 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 748

Change-748 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 338

Change-338 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 128

Change-128 (-100%)

Value—

FMR LLC

N/A

Shares— from 116

Change-116 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 75

Change-75 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 55

Change-55 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 30

Change-30 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 14

Change-14 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 12

Change-12 (-100%)

Value—

	Status
Patriot Financial Partners GP II, L.P.	UNCHANGED	1,050,918	1,050,918	0	0%	$34.7M	$32.6M	-$2.1M	2026-11-04
Y-Intercept (Hong Kong) Ltd	NEW	29,674	—	+29,674	—	—	$919.4K	—	2026-10-16
Bank of New York Mellon Corp	INCREASED	23,829	23,556	+273	+1%	$778.1K	$738.3K	-$39.7K	2026-11-05
Barclays PLC	INCREASED	10,601	9,305	+1,296	+14%	$307.3K	$328.5K	+$21.1K	2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	UNCHANGED	10,600	10,600	0	0%	$350.1K	$328.4K	-$21.7K	2026-10-27
BetterWealth, LLC	UNCHANGED	8,484	8,484	0	0%	$280.2K	$262.9K	-$17.4K	2026-10-15
Citigroup Inc	DECREASED	2,891	9,295	-6,404	-69%	$307.0K	$89.6K	-$217.4K	2026-11-04
Parallel Advisors, LLC	NEW	312	—	+312	—	—	$9.7K	—	2026-11-03
Sterling Capital Management LLC	DECREASED	183	187	-4	-2%	$6.2K	$5.7K	-$507	2026-10-22
Farther Finance Advisors, LLC	NEW	103	—	+103	—	—	$3.2K	—	2026-10-08
Gamma Investing LLC	NEW	61	—	+61	—	—	$1.9K	—	2026-10-08
PNC Financial Services Group, Inc.	NEW	49	—	+49	—	—	$1.5K	—	2026-11-06
SJS Investment Consulting Inc.	INCREASED	33	2	+31	+1550%	$67	$1.0K	+$956	2026-10-26
EverSource Wealth Advisors, LLC	INCREASED	30	25	+5	+20%	$825	$930	+$105	2026-11-04
TD Private Client Wealth LLC	NEW	29	—	+29	—	—	$899	—	2026-10-28
Root Financial Partners, LLC	NEW	26	—	+26	—	—	$806	—	2026-10-21
Essential Partners LLC	UNCHANGED	13	13	0	0%	$429	$403	-$26	2026-10-14
Nisa Investment Advisors, LLC	UNCHANGED	4	4	0	0%	$132	$124	-$8	2026-10-20
Caitong International Asset Management Co., Ltd	UNCHANGED	2	2	0	0%	$66	$62	-$4	2026-10-29
Cornerstone Planning Group LLC	CLOSED	0	15	-15	-100%	$477	$0	-$477	2026-10-16
Alliancebernstein L.P.	N/A	—	883,421	-883,421	-100%	$25.2M	—	—	—
Fourthstone LLC	N/A	—	700,818	-700,818	-100%	$23.1M	—	—	—
Banc Funds Co LLC	N/A	—	668,100	-668,100	-100%	$22.1M	—	—	—
Endeavour Capital Advisors Inc	N/A	—	658,705	-658,705	-100%	$21.8M	—	—	—
BlackRock, Inc.	N/A	—	591,284	-591,284	-100%	$19.5M	—	—	—
Adage Capital Partners GP, L.L.C.	N/A	—	493,139	-493,139	-100%	$16.3M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	372,756	-372,756	-100%	$12.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	362,951	-362,951	-100%	$12.0M	—	—	—
Wellington Management Group LLP	N/A	—	308,439	-308,439	-100%	$10.2M	—	—	—
First Eagle Investment Management, LLC	N/A	—	284,040	-284,040	-100%	$9.4M	—	—	—
Two Sigma Investments, LP	N/A	—	262,300	-262,300	-100%	$8.7M	—	—	—
Geode Capital Management, LLC	N/A	—	214,083	-214,083	-100%	$7.1M	—	—	—
Mendon Capital Advisors Corp	N/A	—	190,858	-190,858	-100%	$6.3M	—	—	—
Curi Capital, LLC	N/A	—	181,347	-181,347	-100%	$6.0M	—	—	—
State Street Corp	N/A	—	137,422	-137,422	-100%	$4.5M	—	—	—
Morgan Stanley	N/A	—	127,191	-127,191	-100%	$4.2M	—	—	—
EJF Capital LP	N/A	—	109,350	-109,350	-100%	$3.6M	—	—	—
Franklin Resources Inc	N/A	—	108,439	-108,439	-100%	$3.6M	—	—	—
Citadel Advisors LLC	N/A	—	84,833	-84,833	-100%	$2.8M	—	—	—
UBS Group AG	N/A	—	80,778	-80,778	-100%	$2.7M	—	—	—
Maltese Capital Management LLC	N/A	—	80,000	-80,000	-100%	$2.6M	—	—	—
Jacobs Asset Management, LLC	N/A	—	71,915	-71,915	-100%	$2.4M	—	—	—
Northern Trust Corp	N/A	—	67,599	-67,599	-100%	$2.2M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	62,267	-62,267	-100%	$2.1M	—	—	—
Elizabeth Park Capital Advisors, Ltd.	N/A	—	61,551	-61,551	-100%	$2.0M	—	—	—
Qube Research & Technologies Ltd	N/A	—	59,798	-59,798	-100%	$2.0M	—	—	—
JPMorgan Chase & Co	N/A	—	58,709	-58,709	-100%	$1.9M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	49,536	-49,536	-100%	$1.6M	—	—	—
BNP Paribas Financial Markets	N/A	—	46,218	-46,218	-100%	$1.5M	—	—	—
Composition Wealth, LLC	N/A	—	44,200	-44,200	-100%	$1.5M	—	—	—
Goldman Sachs Group Inc	N/A	—	42,760	-42,760	-100%	$1.4M	—	—	—
Point72 Asset Management, L.P.	N/A	—	37,305	-37,305	-100%	$1.2M	—	—	—
Trexquant Investment LP	N/A	—	34,738	-34,738	-100%	$1.1M	—	—	—
Focus Partners Wealth	N/A	—	33,336	-33,336	-100%	$1.1M	—	—	—
Voleon Capital Management LP	N/A	—	27,629	-27,629	-100%	$912.6K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	25,951	-25,951	-100%	$857.2K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	20,470	-20,470	-100%	$676.1K	—	—	—
American Century Companies Inc	N/A	—	18,917	-18,917	-100%	$624.8K	—	—	—
Millennium Management LLC	N/A	—	16,176	-16,176	-100%	$534.3K	—	—	—
XTX Topco Ltd	N/A	—	15,711	-15,711	-100%	$518.9K	—	—	—
State of Wisconsin Investment Board	N/A	—	15,282	-15,282	-100%	$504.8K	—	—	—
Squarepoint Ops LLC	N/A	—	13,286	-13,286	-100%	$438.8K	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	13,270	-13,270	-100%	$438.3K	—	—	—
Bank of America Corp	N/A	—	13,157	-13,157	-100%	$434.6K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	12,500	-12,500	-100%	$412.9K	—	—	—
HighTower Advisors, LLC	N/A	—	12,442	-12,442	-100%	$411.0K	—	—	—
Nuveen, LLC	N/A	—	12,396	-12,396	-100%	$409.4K	—	—	—
Quadrature Capital Ltd	N/A	—	12,339	-12,339	-100%	$407.6K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	11,787	-11,787	-100%	$389.3K	—	—	—
AQR Capital Management LLC	N/A	—	10,138	-10,138	-100%	$334.9K	—	—	—
Rhumbline Advisers	N/A	—	9,498	-9,498	-100%	$313.7K	—	—	—
HSBC Holdings PLC	N/A	—	9,172	-9,172	-100%	$300.8K	—	—	—
Deutsche Bank Ag\	N/A	—	9,036	-9,036	-100%	$298.5K	—	—	—
Wells Fargo & Company	N/A	—	7,763	-7,763	-100%	$256.4K	—	—	—
Price T Rowe Associates Inc	N/A	—	7,714	-7,714	-100%	$255.0K	—	—	—
Zacks Investment Management	N/A	—	7,280	-7,280	-100%	$240.5K	—	—	—
Virtu Financial LLC	N/A	—	7,166	-7,166	-100%	$237.0K	—	—	—
Cerity Partners LLC	N/A	—	7,006	-7,006	-100%	$231.4K	—	—	—
MetLife Investment Management, LLC	N/A	—	5,715	-5,715	-100%	$188.8K	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	5,500	-5,500	-100%	$181.7K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	4,269	-4,269	-100%	$141.0K	—	—	—
New York State Common Retirement Fund	N/A	—	4,100	-4,100	-100%	$135.4K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	2,734	-2,734	-100%	$90.3K	—	—	—
Russell Investments Group, Ltd.	N/A	—	2,647	-2,647	-100%	$87.4K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	2,489	-2,489	-100%	$82.2K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	1,760	-1,760	-100%	$58.1K	—	—	—
Legal & General Group Plc	N/A	—	904	-904	-100%	$29.9K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	841	-841	-100%	$27.8K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	748	-748	-100%	$24.7K	—	—	—
Royal Bank of Canada	N/A	—	338	-338	-100%	$11.0K	—	—	—
California State Teachers Retirement System	N/A	—	128	-128	-100%	$4.2K	—	—	—
FMR LLC	N/A	—	116	-116	-100%	$3.8K	—	—	—
Arax Advisory Partners	N/A	—	75	-75	-100%	$2.5K	—	—	—
UBS Asset Management Americas LLC	N/A	—	55	-55	-100%	$1.8K	—	—	—
Allworth Financial LP	N/A	—	30	-30	-100%	$991	—	—	—
Rothschild Investment LLC	N/A	—	20	-20	-100%	$661	—	—	—
Jones Financial Companies Lllp	N/A	—	14	-14	-100%	$458	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	12	-12	-100%	$396	—	—	—

Showing 98 of 98 institutions