Avidbank Holdings Ownership | Who Owns Avidbank Holdings?
Avidbank Holdings Ownership Summary
Avidbank Holdings is owned by 111.55% institutional investors, 8.09% insiders. Fourthstone is the largest institutional shareholder, holding 13.89% of AVBH shares. First Eagle Small Cap Opportunity I is the top mutual fund, with 2.73% of its assets in Avidbank Holdings shares.
AVBH Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Avidbank Holdings | 111.55% | 8.09% | -19.64% |
| Sector | Financial Services Stocks | 736.16% | 13.84% | -650.00% |
| Industry | Regional Banks Stocks | 54.14% | 12.51% | 33.36% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fourthstone | 1.05M | 13.89% | $29.83M |
| Alliancebernstein | 888.28K | 11.79% | $23.59M |
| Endeavour capital advisors | 708.49K | 9.40% | $20.19M |
| Banc funds | 665.10K | 8.83% | $18.96M |
| Adage capital partners gp | 452.04K | 6.00% | $12.88M |
| Manufacturers life insurance company, the | 421.58K | 5.60% | $12.02M |
| Wellington management group llp | 326.72K | 4.34% | $9.31M |
| Blackrock funding, inc. /de | 222.60K | 2.95% | $6.34M |
| Vanguard group | 220.66K | 2.93% | $5.86M |
| Mendon capital advisors | 219.68K | 2.92% | $6.26M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Fourthstone | 1.05M | 5.06% | $29.83M |
| Endeavour capital advisors | 708.49K | 4.58% | $20.19M |
| Banc funds | 665.10K | 3.53% | $18.96M |
| Mendon capital advisors | 219.68K | 2.43% | $6.26M |
| Ejf capital | 113.53K | 2.28% | $3.24M |
| Jacobs asset management | 88.89K | 1.52% | $2.53M |
| Elizabeth park capital advisors | 61.55K | 1.35% | $1.75M |
| Maltese capital management | 176.20K | 0.99% | $5.02M |
| Rhino investment partners | 80.00K | 0.64% | $2.04M |
| Rmb capital management | 200.00K | 0.10% | $5.70M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Adage capital partners gp | 452.04K | 0.02% | 231.72K |
| Vanguard group | 220.66K | 0.00% | 87.30K |
| Rhino investment partners | 80.00K | 0.64% | 80.00K |
| Banc funds | 665.10K | 3.53% | 68.67K |
| Morgan stanley | 77.51K | 0.00% | 56.08K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Maltese capital management | 176.20K | 0.99% | -128.80K |
| North reef capital management lp | - | - | -123.02K |
| Algebris (uk) | - | - | -122.58K |
| Boothbay fund management | - | - | -96.67K |
| Jacobs asset management | 88.89K | 1.52% | -46.12K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Rhino investment partners | 80.00K | 0.64% | 80.00K | $2.04M |
| American century companies | 52.94K | 0.00% | 52.94K | $1.51M |
| Vanguard fiduciary trust | 48.34K | 0.00% | 48.34K | $1.38M |
| Hsbc | 18.39K | 0.00% | 18.39K | $526.83K |
| Trexquant investment lp | 16.94K | 0.00% | 16.94K | $482.79K |
Sold Out
| Holder | Change |
|---|---|
| Farther finance advisors | -1.00 |
| Root financial partners | -15.00 |
| Mai capital management | -33.00 |
| Amalgamated bank | -91.00 |
| Strs ohio | -500.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 86 | 34.38% | 8,404,141 | 5.33% | 111 | 0.99% | 55 | 41.03% | 22 | 37.50% |
| Dec 31, 2025 | 37 | -15.91% | 5,122,764 | -35.36% | 67 | 0.61% | 22 | -50.00% | 8 | - |
| Sep 30, 2025 | 44 | - | 7,925,548 | - | 105 | - | 44 | - | - | - |
| Mar 31, 2025 | 1 | - | 735,277 | 2.29% | 9 | 10.50% | 1 | - | - | - |
| Dec 31, 2024 | 1 | - | 718,797 | 0.79% | 9 | 10.51% | 1 | - | - | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| First Eagle Small Cap Opportunity I | 299.94K | 2.73% | 52.28K |
| Vanguard Total Stock Mkt Idx Inv | 276.75K | 2.53% | 28.00K |
| Vanguard Morn Total Stk Mkt Idx Investor | 276.75K | 2.53% | 28.00K |
| Vanguard MStar Total Stk Mkt Idx Invest | 276.75K | 2.52% | - |
| First Eagle US Small Cap Strategy | 249.83K | 2.28% | 78.27K |
| JH Financial Opportunities | 233.72K | 2.13% | -8.63K |
| iShares Russell 2000 ETF | 210.40K | 1.92% | -3.74K |
| RMB Mendon Financial Services A | 200.00K | 1.83% | - |
| JHancock Regional Bank A | 121.37K | 1.10% | -8.38K |
| Vanguard Institutional Extnd Mkt Idx Tr | 85.71K | 0.78% | 3.15K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 14, 2026 | WASSON ARTHUR | EVP, Chief Revenue Officer | Sell | $331.40K |
| Feb 11, 2026 | ROSINUS MIKE | - | Sell | $34.80K |
| Mar 16, 2026 | ROSINUS MIKE | - | Sell | $1.56M |
| Mar 13, 2026 | ROSINUS MIKE | - | Sell | $218.63K |
| Mar 10, 2026 | ROSINUS MIKE | - | Sell | $546.31K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 1 |
| 2026 Q2 | - | - |
| 2026 Q1 | - | 20 |
| 2025 Q4 | - | - |
| 2025 Q3 | 16 | - |
AVBH Ownership FAQ
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