13FBOX
AVIDBANK HLDGS INC COM · 13F Institutional Holdings
Options Calculator Rankings

AVIDBANK HLDGS INC COM

AVBH
Institutions
93
Combined AUM (Q2 2026)
$294.3M
Combined Shares (Q2 2026)
9.0M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.6M
60 · 16 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-915,648
33 · 11 Exit · ≈
⚖️ Net
+699,507
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$294.3M
Institutions
93
New Buys
16
Adds
44
Reduces
22
Exits
11
Unchanged
11
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Patriot Financial Partners GP II, L.P.
8.87%7.71%#2$34.7M1.1M$30.0M1.1M00.00%Unchanged
ALLIANCEBERNSTEIN L.P.
0.01%0.01%#19$25.2M883,421$23.6M888,281-4,860-0.55%Reduce
Fourthstone LLC
16.48%5.06%#1$23.1M700,818$29.8M1.0M-345,764-33.04%Reduce
BANC FUNDS CO LLC
3.64%3.53%#4$22.1M668,100$19.0M665,100+3,000+0.45%Add
ENDEAVOUR CAPITAL ADVISORS INC
4.46%4.58%#3$21.8M658,705$20.2M708,491-49,786-7.03%Reduce
BlackRock, Inc.
<0.01%<0.01%#47$19.5M591,284$6.3M222,596+368,688+165.63%Add
ADAGE CAPITAL PARTNERS GP, L.L.C.
0.02%0.02%#14$16.3M493,139$12.9M452,035+41,104+9.09%Add
MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.01%0.01%#18$12.3M372,756$12.0M421,584-48,828-11.58%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#51$12.0M362,951$9.7M339,317+23,634+6.97%Add
WELLINGTON MANAGEMENT GROUP LLP
<0.01%<0.01%#28$10.2M308,439$9.3M326,717-18,278-5.59%Reduce
First Eagle Investment Management, LLC
0.02%0.01%#17$9.4M284,040$5.6M197,340+86,700+43.93%Add
TWO SIGMA INVESTMENTS, LP
0.01%<0.01%#24$8.7M262,300$1.5M52,046+210,254+403.98%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#43$7.1M214,083$3.5M121,648+92,435+75.99%Add
MENDON CAPITAL ADVISORS CORP
2.23%2.43%#6$6.3M190,858$6.3M219,678-28,820-13.12%Reduce
Curi Capital, LLC
0.09%0.1%#10$6.0M181,347$5.7M200,001-18,654-9.33%Reduce
STATE STREET CORP
<0.01%<0.01%#59$4.5M137,422$2.0M69,504+67,918+97.72%Add
MORGAN STANLEY
<0.01%<0.01%#53$4.2M127,191$149,3035,855+121,336+2,072.35%Add
EJF Capital LP
2.42%2.28%#5$3.6M109,350$3.2M113,529-4,179-3.68%Reduce
FRANKLIN RESOURCES INC
<0.01%<0.01%#37$3.6M108,439$3.4M119,242-10,803-9.06%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#46$2.8M84,833$1.0M36,626+48,207+131.62%Add
UBS Group AG
<0.01%<0.01%#45$2.7M80,778$380,36113,346+67,432+505.26%Add
MALTESE CAPITAL MANAGEMENT LLC
0.48%0.99%#9$2.6M80,000$5.0M176,200-96,200-54.60%Reduce
JACOBS ASSET MANAGEMENT, LLC
1.49%1.52%#7$2.4M71,915$2.5M88,885-16,970-19.09%Reduce
NORTHERN TRUST CORP
<0.01%<0.01%#50$2.2M67,599$844,71229,639+37,960+128.07%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#69$2.1M62,267$484,81417,011+45,256+266.04%Add
Elizabeth Park Capital Advisors, Ltd.
1.4%1.35%#8$2.0M61,551$1.8M61,55100.00%Unchanged
Qube Research & Technologies Ltd
<0.01%<0.01%#27$2.0M59,798$2.0M69,360-9,562-13.79%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#65$1.9M58,709$33,0491,182+57,527+4,866.92%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#44$1.6M49,536$1.4M48,345+1,191+2.46%Add
BNP PARIBAS FINANCIAL MARKETS
<0.01%<0.01%#38$1.5M46,218$242,9628,525+37,693+442.15%Add
Composition Wealth, LLC
0.02%0.02%#15$1.5M44,200$1.5M54,200-10,000-18.45%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#62$1.4M42,760$409,80214,379+28,381+197.38%Add
Point72 Asset Management, L.P.
<0.01%<0.01%#32$1.2M37,305$206,0557,230+30,075+415.98%Add
Trexquant Investment LP
0.01%<0.01%#22$1.1M34,738$482,79016,940+17,798+105.06%Add
Focus Partners Wealth
<0.01%<0.01%#33$1.1M33,336$1.0M36,389-3,053-8.39%Reduce
Voleon Capital Management LP
0.02%#16$912,58627,629$00+27,629New Buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#64$857,16225,951$272,0619,546+16,405+171.85%Add
Bank of New York Mellon Corp
<0.01%<0.01%#60$778,05523,556$206,6267,250+16,306+224.91%Add
OCCUDO QUANTITATIVE STRATEGIES LP
0.04%0.01%#13$676,12420,470$259,6468,760+11,710+133.68%Add
AMERICAN CENTURY COMPANIES INC
<0.01%<0.01%#49$624,82918,917$1.5M52,941-34,024-64.27%Reduce
MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#55$534,29316,176$716,97425,157-8,981-35.70%Reduce
XTX Topco Ltd
0.01%#23$518,93415,711$00+15,711New Buy
STATE OF WISCONSIN INVESTMENT BOARD
<0.01%<0.01%#34$504,76415,282$458,25216,079-797-4.96%Reduce
Squarepoint Ops LLC
<0.01%#41$438,83713,286$00+13,286New Buy
JACOBS LEVY EQUITY MANAGEMENT, INC
<0.01%#30$438,30813,270$00+13,270New Buy
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#78$434,57613,157$215,2047,551+5,606+74.24%Add
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.01%0.01%#21$412,87512,500$356,25012,50000.00%Unchanged
HighTower Advisors, LLC
<0.01%<0.01%#42$410,95912,442$354,79712,449-7-0.06%Reduce
Nuveen, LLC
<0.01%#68$409,44012,396$00+12,396New Buy
Quadrature Capital Ltd
<0.01%#26$407,55712,339$00+12,339New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow