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Disclosery

AVBH AVIDBANK HLDGS INC

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COMMON STOCK (common), issuer CIK 1443575

63 managers (64 13F filers) reported a position in AVBH shares at 2025-12-31, 7,978,949 shares in all. 24 filers opened a position and 4 filers sold out during the quarter.

Managers
63
13F filers
64
New
24
Added
15
Reduced
16
Sold out
4
Shares held by filers
7,978,949

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Fourthstone LLC1,091,019$29M5.42%+48,85013F-HRTimeline
Patriot Financial Partners GP II, L.P.1,050,918$27.9M8.7%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.873,227$23.2M0.01%+19,10013F-HRTimeline
ENDEAVOUR CAPITAL ADVISORS INC697,886$18.5M5.16%013F-HRTimeline
BANC FUNDS CO LLC596,430$15.8M3.14%-81,28913F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …424,692$11.3M0.01%-1,26413F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…342,071$9.09M<0.01%-156,58213F-HRTimelineGroup
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC305,000$8.1M1.44%+85,00013F-HRTimelineGroup
MENDON CAPITAL ADVISORS CORP234,553$6.23M2.44%-63,09313F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC220,657$5.86M<0.01%+87,29913F-HRTimelineGroup
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…220,315$5.85M0.01%+30,00013F-HRTimelineGroup
Curi Capital, LLC214,875$5.71M0.1%-26,90013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.208,892$5.55M<0.01%+110,11413F-HRTimelineGroup
First Eagle Investment Management, LLCin group First Eagle Investment Manage…153,500$4.08M0.01%+68,50013F-HRTimelineGroup
JACOBS ASSET MANAGEMENT, LLC135,000$3.59M2%-11,12313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources125,442$3.33M<0.01%-2,70013F-HRTimelineGroup
North Reef Capital Management LP123,671$3.28M0.13%-17,82513F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC117,217$3.11M<0.01%+42,63313F-HRTimelineGroup
EJF Capital LP116,379$3.09M1.76%+5,52413F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC96,674$2.57M0.07%-40,85113F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding92,894$2.47M+54,496Timeline
Composition Wealth, LLC65,200$1.73M0.02%-6,00013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC59,572$1.58M<0.01%+51,44913F-HRTimelineGroup
PMC FIG Opportunities LLC39,293$1.04M1.64%-54,44513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth36,362$966K<0.01%-7,00013F-HRTimelineGroup
UBS Group AGin group UBS Group AG28,094$746K<0.01%-4,91113F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP27,156$721K<0.01%+11,85213F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC26,138$694K0.01%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC25,476$677K<0.01%new13F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP24,144$641K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY21,427$569K<0.01%+15,57213F-HR/ATimelineGroup
Elizabeth Park Capital Advisors, Ltd.20,000$531K0.44%013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC19,991$529K<0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd14,839$394K<0.01%new13F-HRTimeline
Persistent Asset Partners Ltd14,033$373K0.18%-16,09713F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC12,500$332K0.01%new13F-HRTimeline
HighTower Advisors, LLC12,444$331K<0.01%+2,50013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co10,700$284K<0.01%new13F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…10,600$282K0.01%013F-HRTimeline
Ghisallo Capital Management LLC10,000$266K0.01%013F-HRTimeline
ExodusPoint Capital Management, LP9,623$256K<0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,900$236K<0.01%013F-HRTimelineGroup
ELCO Management Co., LLC8,591$228K0.14%-6,92413F-HRTimeline
BetterWealth, LLC8,484$225K0.05%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.5,500$146K0.06%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,623$123K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,252$86.4K<0.01%new13F-HRTimelineGroup
RHUMBLINE ADVISERS2,115$56.2K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,821$48.4K<0.01%+1,76113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,365$36.3K<0.01%new13F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…1,348$35.8K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,162$30.9K<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS723$19.2K<0.01%new13F-HRTimelineGroup
STRS OHIO500$13.3K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…304$8.07K<0.01%-10813F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc250$6.64K<0.01%new13F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…236$6.27K<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…230$6.11K<0.01%new13F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…177$4.7K<0.01%new13F-HRTimeline
Sterling Capital Management LLC152$4.04K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA154$4K<0.01%new13F-HRTimelineGroup
AMALGAMATED BANK91$2K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC67$1.78K<0.01%new13F-HRTimelineGroup

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