$AVBH

$32.80 +$1.23 (3.9%) Close

$AVBH Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 11.0M shares outstanding

Who owns AVBH?

By type of holder

Institutions 82.2% Insiders 17.8% Everyone else 0.0%

Concentration Top 10 holders own 82.6%

Deutsch James F. 9.6% · Wycoff W Kirk 9.6%

Institutional ownership

82.2%

+5.8 pts vs last qtr

Institutional holders

+4 vs last qtr

Net shares bought

+635.6K

by institutions in Q2 2026

New / sold out

14 / 10

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +368.7K
Two Sigma Investments, LP +210.3K

Biggest sellers in Q2 2026

Fourthstone LLC −345.8K
North Reef Capital Management LP SOLD OUT −123.0K

Who is planning to sell?

Notices of proposed sale, last 12 months

$6.08M

2 notices from 1 person

Shares covered

198.0K

1.80% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Rosinus Mike Director $6.08M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2024–FY2025

+14.4%

+14.44% a year

Each share's claim on the business

−12.6%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $6.38M

over 2 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years7% 3–5 years0% 1–3 years0% Under 1 year93%

Quarterly turnover

14.6%

of institutional shares changed hands

Top 10 managers, median time held

3 quarters

Super Investors

Investment managers reporting AVBH on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
PF Patriot Financial Partners GP II, L.P.	1.1M	9.57%	Unchanged	Q3 '25	8.9%
Shares held by quarter Peak holding1.1M (Q3'25) Change over 8 quarters+1.1M Share of the company9.570% Patriot Financial Partners GP II, L.P.'s full portfolio →
F Fourthstone LLC	700.8K	6.38%	−345.8K (−33.0%)	Q3 '25	16.5%
Shares held by quarter Peak holding1.1M (Q4'25) Change over 8 quarters+700.8K Share of the company6.380% Fourthstone LLC's full portfolio →

Patriot Financial Partners GP II, L.P.

1.1M

% of company

9.57%

Change vs last qtr

Unchanged

Held since

Q3 '25

Fourthstone LLC

700.8K

% of company

6.38%

Change vs last qtr

−345.8K (−33.0%)

Held since

Q3 '25

28 more super investors behind a free account

See every manager holding Avidbank Holdings Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting AVBH on Form N-PORT; together they hold 18.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
FE First Eagle Small Cap Opportunity Fund First Eagle Funds	$9.64M	295.5K	2.69%	0.33%	July 31, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$9.14M	276.7K	2.52%	0.00%	June 30, 2026

First Eagle Small Cap Opportunity Fund

First Eagle Funds

Position value

$9.64M

% of company

2.69%

% of the fund

0.33%

As of

July 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$9.14M

% of company

2.52%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Avidbank Holdings Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
DJ Deutsch James F. 5%+ holder 13D · 10.0%	1.1M	9.60%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company9.600% Disclosed stake13D · 10.0% View the 13D/G filing →
WW Wycoff W Kirk 5%+ holder 13D · 10.0%	1.1M	9.57%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company9.570% Disclosed stake13D · 10.0% View the 13D/G filing →

Deutsch James F.

5%+ holder13D · 10.0%

1.1M

% of company

9.60%

Change vs last qtr

—

Held since

—

Wycoff W Kirk

5%+ holder13D · 10.0%

1.1M

% of company

9.57%

Change vs last qtr

—

Held since

—

22 more holders behind a free account

See every insider and 5%+ holder of Avidbank Holdings Inc.

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