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AVBH Smart Money

Avidbank Holdings, Inc.
1W: +2.6% 1M: +0.5% 3M: -3.2% YTD: +20.5% 1Y: +22.9%
$32.80
+1.23 (+3.90%)
After Hours: $33.06 (+0.26, +0.79%)
Weekly Expected Move ±1.6%
$31 $31 $32 $32 $33
NASDAQ · Financial Services · Banks - Regional · Tech Score Buy · Power 65 · $346.5M mcap · 7M float · 1.51% daily turnover · Short 30% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

🏦 Institutional Activity

Latest: Q2 2026
103
Institutions Holding
+8 vs prior
85.1%
Ownership
+16.62%
17 New
44 Increased
31 Reduced
9 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-10-21 MORDELL MARK DANIEL officer: pres., ceo A-Grant/Award 3,105 $— $0 Filing
2026-10-21 FOUSSIANES ELISABETH officer: evp, chief credit officer A-Grant/Award 1,385 $— $0 Filing
2026-10-21 BENEDICT TAMI LAURA officer: evp, chief of staff A-Grant/Award 1,205 $— $0 Filing
2026-10-21 THOMA GINA N. officer: evp, coo A-Grant/Award 1,675 $— $0 Filing
2026-10-21 Oakes Patrick Timothy officer: evp, cfo A-Grant/Award 1,910 $— $0 Filing
2026-10-21 WASSON ARTHUR officer: evp, chief revenue officer A-Grant/Award 1,580 $— $0 Filing
2026-10-21 DEMARCO VICTOR FRANCESCO E. officer: evp, chief legal counsel, secy A-Grant/Award 1,305 $— $0 Filing
2026-10-02 BENEDICT TAMI LAURA officer: evp, chief of staff D-Sale to Issuer 351 $31.26 $11K Filing
2026-10-02 MORDELL MARK DANIEL officer: pres., ceo D-Sale to Issuer 1,295 $31.26 $40K Filing
2026-10-02 THOMA GINA N. officer: evp, coo D-Sale to Issuer 803 $31.26 $25K Filing
2026-10-02 DEMARCO VICTOR FRANCESCO E. officer: evp, chief legal counsel, secy D-Sale to Issuer 463 $31.26 $14K Filing
2026-10-02 Oakes Patrick Timothy officer: evp, cfo D-Sale to Issuer 882 $31.26 $28K Filing
2026-09-15 Dale Jonathan Michael officer: president A-Grant/Award 15,625 $— $0 Filing
2026-09-09 ROSINUS MIKE director S-Sale 1,500 $31.45 $47K Filing
2026-08-14 WASSON ARTHUR officer: evp, chief revenue officer S-Sale 10,000 $33.14 $331K Filing
2026-08-01 WASSON ARTHUR officer: evp, chief revenue officer D-Sale to Issuer 4,408 $32.61 $144K Filing
2026-05-19 POLSTER BRYAN C. director A-Grant/Award 1,500 $— $0 Filing
2026-05-19 BIORN KRISTOFER W. director A-Grant/Award 1,500 $— $0 Filing
2026-05-19 Deutsch James F. director A-Grant/Award 1,500 $— $0 Filing
2026-05-19 Jensen Keith director A-Grant/Award 1,500 $— $0 Filing
2026-05-19 VERISSIMO MARC J director A-Grant/Award 1,500 $— $0 Filing
2026-05-19 Scott Robert H director A-Grant/Award 1,500 $— $0 Filing
2026-05-19 ROSINUS MIKE director A-Grant/Award 1,500 $— $0 Filing
2026-05-19 MORRIS LINDA RAE director A-Grant/Award 1,500 $— $0 Filing
2026-05-19 FLYNN DIANE J. director A-Grant/Award 1,500 $— $0 Filing

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
Patriot Financial Partners GP II, L.P. 1,050,918 $35M — 2026-06-30 Filing
ALLIANCEBERNSTEIN L.P. 883,421 $25M -4,860 2026-06-30 Filing
Fourthstone LLC 700,818 $23M -345,764 2026-06-30 Filing
BANC FUNDS CO LLC 668,100 $22M +3,000 2026-06-30 Filing
ENDEAVOUR CAPITAL ADVISORS INC 658,705 $22M -49,786 2026-06-30 Filing
BlackRock, Inc. 591,284 $20M +368,688 2026-06-30 Filing
ADAGE CAPITAL PARTNERS GP, L.L.C. 493,139 $16M +41,104 2026-06-30 Filing
MANUFACTURERS LIFE INSURANCE COMPANY, TH 372,756 $12M -48,828 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 362,951 $12M +23,634 2026-06-30 Filing
WELLINGTON MANAGEMENT GROUP LLP 308,439 $10M -18,278 2026-06-30 Filing
First Eagle Investment Management, LLC 284,040 $9M +86,700 2026-06-30 Filing
TWO SIGMA INVESTMENTS, LP 262,300 $9M +210,254 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 214,083 $7M +92,435 2026-06-30 Filing
MENDON CAPITAL ADVISORS CORP 190,858 $6M -28,820 2026-06-30 Filing
Curi Capital, LLC 181,347 $6M -18,654 2026-06-30 Filing
STATE STREET CORP 137,422 $5M +67,918 2026-06-30 Filing
MORGAN STANLEY 127,191 $4M +49,680 2026-06-30 Filing
EJF Capital LP 109,350 $4M -4,179 2026-06-30 Filing
FRANKLIN RESOURCES INC 108,439 $4M -10,803 2026-06-30 Filing
CITADEL ADVISORS LLC 84,833 $3M +48,207 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms