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Disclosery

AVBH AVIDBANK HLDGS INC

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COMMON STOCK (common), issuer CIK 1443575

88 managers (92 13F filers) reported a position in AVBH shares at 2026-06-30, 9,031,250 shares in all. 15 filers opened a position and 10 filers sold out during the quarter.

Managers
88
13F filers
92
New
15
Added
44
Reduced
22
Sold out
10
Shares held by filers
9,031,250

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
THOMA GINA N.officer (EVP, COO)2026-10-02-803 D$31.26Form 4
MORDELL MARK DANIELdirector, officer (Pres., CEO)2026-10-02-1,295 D$31.26Form 4
BENEDICT TAMI LAURAofficer (EVP, Chief of Staff)2026-10-02-351 D$31.26Form 4
Oakes Patrick Timothyofficer (EVP, CFO)2026-10-02-882 D$31.26Form 4
DEMARCO VICTOR FRANCESCO E.officer (EVP, Chief Legal Counsel, Secy)2026-10-02-463 D$31.26Form 4

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Patriot Financial Partners GP II, L.P.1,050,918$34.7M8.87%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.883,421$25.2M0.01%-4,86013F-HRTimeline
Fourthstone LLC700,818$23.1M16.48%-345,76413F-HRTimeline
BANC FUNDS CO LLC668,100$22.1M3.64%+3,00013F-HRTimeline
ENDEAVOUR CAPITAL ADVISORS INC658,705$21.8M4.46%-49,78613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.591,284$19.5M<0.01%+368,68813F-HRTimelineGroup
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…493,139$16.3M0.02%+41,10413F-HRTimelineGroup
VANGUARD GROUP INCgroup of 4 filers holding477,243$15.8M+70,081Timeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …372,756$12.3M0.01%-48,82813F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…308,439$10.2M<0.01%-18,27813F-HRTimelineGroup
First Eagle Investment Management, LLCin group First Eagle Investment Manage…284,040$9.38M0.02%+86,70013F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP262,300$8.66M0.01%+210,25413F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC214,083$7.07M<0.01%+92,43513F-HRTimelineGroup
MENDON CAPITAL ADVISORS CORP190,858$6.3M2.23%-28,82013F-HRTimeline
Curi Capital, LLC181,347$5.99M0.09%-18,65413F-HRTimeline
STATE STREET CORPin group STATE STREET CORP137,422$4.54M<0.01%+67,91813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY127,191$4.2M<0.01%+49,68013F-HRTimelineGroup
EJF Capital LP109,350$3.61M2.42%-4,17913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources108,439$3.58M<0.01%-10,80313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC84,833$2.8M<0.01%+48,20713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding80,833$2.67M+67,432Timeline
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC80,000$2.64M0.48%-96,20013F-HRTimelineGroup
JACOBS ASSET MANAGEMENT, LLC71,915$2.38M1.79%-16,97013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP67,599$2.23M<0.01%+37,96013F-HRTimelineGroup
Elizabeth Park Capital Advisors, Ltd.61,551$2.03M1.4%013F-HRTimeline
Qube Research & Technologies Ltd59,798$1.98M<0.01%-9,56213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO58,709$1.92M<0.01%+57,52713F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS46,218$1.53M<0.01%+37,69313F-HRTimelineGroup
Composition Wealth, LLC44,200$1.46M0.02%-10,00013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC42,760$1.41M<0.01%+28,38113F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.37,305$1.23M<0.01%+30,07513F-HRTimelineGroup
Trexquant Investment LP34,738$1.15M0.01%+17,79813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth33,336$1.1M<0.01%-3,05313F-HRTimelineGroup
Voleon Capital Management LP27,629$913K0.02%new13F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co25,951$857K<0.01%+16,40513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp23,556$778K<0.01%+16,30613F-HRTimelineGroup
OCCUDO QUANTITATIVE STRATEGIES LP20,470$676K0.04%+11,71013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC18,917$625K<0.01%-34,02413F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC16,176$534K<0.01%-8,98113F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd15,711$519K0.01%new13F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD15,282$505K<0.01%-79713F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC13,286$439K<0.01%new13F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC13,270$438K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,157$435K<0.01%+5,60613F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC12,500$413K0.01%013F-HRTimeline
HighTower Advisors, LLC12,442$411K<0.01%-713F-HRTimeline
Nuveen, LLCin group TIAA12,396$409K<0.01%new13F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd12,339$408K<0.01%new13F-HRTimelineGroup
Schonfeld Strategic Advisors LLC11,787$389K<0.01%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…10,600$350K0.01%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,138$335K<0.01%+2,30013F-HRTimelineGroup
RHUMBLINE ADVISERS9,498$314K<0.01%+7,04413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC9,305$307K<0.01%-3,68413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC9,295$307K<0.01%+7,12213F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC9,172$301K<0.01%-9,22313F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\9,036$298K<0.01%+6,76413F-HRTimelineGroup
BetterWealth, LLC8,484$280K0.05%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,763$256K<0.01%+6,66913F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/7,714$255K<0.01%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT7,280$240K<0.01%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC7,166$237K0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC7,006$231K<0.01%-11313F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…5,715$189K<0.01%new13F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.5,500$182K0.07%013F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…4,269$141K<0.01%+2,88713F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND4,100$135K<0.01%+3,10013F-HRTimeline
Police & Firemen's Retirement System of…2,734$90.3K<0.01%+1,41213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,647$87.4K<0.01%+2,27913F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…1,760$58.1K<0.01%new13F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc904$29.9K<0.01%+65413F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…841$27.8K<0.01%+60513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…748$24.7K<0.01%+22413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA338$11K<0.01%+31313F-HRTimelineGroup
Sterling Capital Management LLC187$6.18K<0.01%+10013F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…128$4.23K<0.01%-2913F-HR/ATimeline
FMR LLCin group FMR LLC116$3.83K<0.01%+7513F-HRTimelineGroup
Integrated Wealth Concepts LLC77$2.54K<0.01%new13F-HRTimeline
Arax Advisory Partners75$2.48K<0.01%+6713F-HRTimeline
Allworth Financial LP30$991<0.01%+813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…25$825<0.01%+213F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC20$661<0.01%013F-HRTimeline
Cornerstone Planning Group LLC15$477<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14$458<0.01%new13F-HRTimelineGroup
Essential Partners LLC13$429<0.01%+1013F-HRTimeline
Basecamp Wealth Advisors LLC12$396<0.01%+413F-HRTimeline
NISA INVESTMENT ADVISORS, LLC4$132<0.01%013F-HRTimeline
SJS Investment Consulting Inc.2$67<0.01%+113F-HRTimeline
Caitong International Asset Management …2$66<0.01%new13F-HRTimeline

Events

  • THOMA GINA N. disposed of 803 AVBH shares on 2026-10-02, Form 4 filed 2026-10-06. 0001437749-26-032138

    Accepted , ingested

  • MORDELL MARK DANIEL disposed of 1,295 AVBH shares on 2026-10-02, Form 4 filed 2026-10-06. 0001437749-26-032136

    Accepted , ingested

  • BENEDICT TAMI LAURA disposed of 351 AVBH shares on 2026-10-02, Form 4 filed 2026-10-06. 0001437749-26-032134

    Accepted , ingested

  • Oakes Patrick Timothy disposed of 882 AVBH shares on 2026-10-02, Form 4 filed 2026-10-06. 0001437749-26-032132

    Accepted , ingested

  • DEMARCO VICTOR FRANCESCO E. disposed of 463 AVBH shares on 2026-10-02, Form 4 filed 2026-10-06. 0001437749-26-032130

    Accepted , ingested