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Ownership

Who owns Avidbank Holdings Inc, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).

Stakes over 5%

Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.

Fourthstone LLC, Fourthstone Master Opportunity Fund Ltd, Fourthstone GP LLC August 14, 2026

Fourthstone LLC: 6.4% · 700,818 shares — Fourthstone Master Opportunity Fund Ltd: 4.6% · 502,628 shares — Fourthstone GP LLC: 1.8% · 198,190 shares

BlackRock, Inc. July 27, 2026

BlackRock, Inc.: 5.4% · 591,284 shares

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Super investors holding AVBH

Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of Avidbank Holdings Inc they hold. Together these 112 managers report 87.80% of shares outstanding.

Investor Position value Shares % of their portfolio % of company As of
Patriot Financial Partners GP II, L.P. $34.7M 1,050,918 8.87% 9.57% June 30, 2026
ALLIANCEBERNSTEIN L.P. $25.2M 883,421 0.01% 8.04% June 30, 2026

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Funds holding AVBH

Funds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 89 funds hold 14.18% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.

Fund Position value % of net assets % of company As of
VANGUARD TOTAL STOCK MARKET INDEX FUND $9.14M 0.00% 2.52% June 30, 2026
John Hancock Financial Opportunities Fund $7.72M 0.96% 2.13% June 30, 2026

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