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Disclosery

AVBH AVIDBANK HLDGS INC

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COMMON STOCK (common), issuer CIK 1443575

84 managers (88 13F filers) reported a position in AVBH shares at 2026-03-31, 8,404,152 shares in all. 30 filers opened a position and 9 filers sold out during the quarter.

Managers
84
13F filers
88
New
30
Added
23
Reduced
22
Sold out
9
Shares held by filers
8,404,152

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Patriot Financial Partners GP II, L.P.1,050,918$30M7.71%013F-HRTimeline
Fourthstone LLC1,046,582$29.8M5.06%-44,43713F-HRTimeline
ALLIANCEBERNSTEIN L.P.888,281$23.6M0.01%+15,05413F-HRTimeline
ENDEAVOUR CAPITAL ADVISORS INC708,491$20.2M4.58%+10,60513F-HRTimeline
BANC FUNDS CO LLC665,100$19M3.53%+68,67013F-HRTimeline
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…452,035$12.9M0.02%+231,72013F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …421,584$12M0.01%-3,10813F-HRTimelineGroup
VANGUARD GROUP INCgroup of 4 filers holding407,162$11.6MnewTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…326,717$9.31M<0.01%-15,35413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.222,596$6.34M<0.01%+13,70413F-HRTimelineGroup
MENDON CAPITAL ADVISORS CORP219,678$6.26M2.43%-14,87513F-HRTimeline
Curi Capital, LLC200,001$5.7M0.1%-14,87413F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…197,340$5.62M0.01%+43,84013F-HR/ATimelineGroup
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC176,200$5.02M0.99%-128,80013F-HRTimelineGroup
North Reef Capital Management LP123,022$3.51M0.12%-64913F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC121,648$3.47M<0.01%+4,43113F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources119,242$3.4M<0.01%-6,20013F-HRTimelineGroup
EJF Capital LP113,529$3.24M2.28%-2,85013F-HRTimeline
JACOBS ASSET MANAGEMENT, LLC88,885$2.53M1.52%-46,11513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY77,511$2.21M<0.01%+56,08413F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP69,504$1.98M<0.01%+45,36013F-HRTimelineGroup
Qube Research & Technologies Ltd69,360$1.98M<0.01%+54,52113F-HRTimeline
Elizabeth Park Capital Advisors, Ltd.61,551$1.75M1.35%+41,55113F-HRTimeline
Composition Wealth, LLC54,200$1.54M0.02%-11,00013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC52,941$1.51M<0.01%new13F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP52,046$1.48M<0.01%-21,24813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC36,626$1.04M<0.01%-22,94613F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth36,389$1.04M<0.01%+2713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP29,639$845K<0.01%+2,48313F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC25,157$717K<0.01%-31913F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC21,330$608K<0.01%new13F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC18,395$527K<0.01%new13F-HRTimelineGroup
Trexquant Investment LP16,940$483K<0.01%new13F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD16,079$458K<0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,379$410K<0.01%new13F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding13,401$382K-14,693Timeline
BARCLAYS PLCin group BARCLAYS PLC12,989$370K<0.01%+8,36613F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC12,500$356K0.01%013F-HRTimeline
HighTower Advisors, LLC12,449$355K<0.01%+513F-HRTimeline
Empirical Financial Services, LLC d.b.a…10,600$302K0.01%013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…10,351$295K<0.01%new13F-HRTimelineGroup
Ghisallo Capital Management LLC10,000$285K0.01%013F-HRTimeline
AXQ CAPITAL, LP9,924$283K0.04%new13F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co9,546$272K<0.01%-1,15413F-HRTimelineGroup
OCCUDO QUANTITATIVE STRATEGIES LP8,760$260K0.01%new13F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC9,151$259K<0.01%-10,84013F-HRTimelineGroup
ELCO Management Co., LLC8,591$245K0.12%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS8,525$243K<0.01%+7,80213F-HRTimelineGroup
BetterWealth, LLC8,484$242K0.05%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,838$223K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,551$215K<0.01%+5,73013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,250$207K<0.01%new13F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.7,230$206K<0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC7,119$203K<0.01%-1,78113F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.5,500$157K0.06%013F-HRTimeline
RHUMBLINE ADVISERS2,454$69.9K<0.01%+33913F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,272$64.8K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC2,173$61.9K<0.01%+2,10613F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…1,382$39.4K<0.01%+3413F-HRTimelineGroup
Police & Firemen's Retirement System of…1,322$37.7K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,182$33K<0.01%+2013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,094$31.2K<0.01%-2,15813F-HR/ATimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND1,000$28.5K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC615$17.5K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…524$14.9K<0.01%+22013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…368$10.5K<0.01%+13813F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc250$7.12K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…236$6.73K<0.01%013F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…157$4.47K<0.01%-2013F-HRTimeline
Sterling Capital Management LLC87$2.48K<0.01%-6513F-HRTimeline
FMR LLCin group FMR LLC41$1.17K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA25$1K<0.01%-12913F-HRTimelineGroup
MAI Capital Management33$941<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…23$657<0.01%new13F-HR/ATimelineGroup
Allworth Financial LP22$627<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC20$570<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC15$442<0.01%new13F-HRTimeline
Root Financial Partners, LLC15$428<0.01%new13F-HRTimeline
Arax Advisory Partners8$228<0.01%new13F-HRTimeline
Basecamp Wealth Advisors LLC8$228<0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC4$114<0.01%new13F-HRTimeline
Essential Partners LLC3$86<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.1$29<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1$29<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