BetterWealth’s Avidbank Holdings AVBH Stock Holding History

BetterWealth’s Portfolio AVBH Stock Details AVBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$263K	Hold	8,484	–	–	0.04%	75
2026 Q2	$280K	Hold	8,484	–	–	0.05%	69
2026 Q1	$242K	Hold	8,484	–	–	0.05%	72
2025 Q4	$225K	Hold	8,484	–	–	0.05%	60
2025 Q3	$216K	Buy	+8,484	New	+$212K	0.05%	64

Other funds holding AVBH

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

BetterWealth's AVBH Position: Q3 2026 in Review

BetterWealth held its Avidbank Holdings (AVBH) position steady in Q3 2026 at 8,484 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #75.

BetterWealth first reported a position in AVBH in Q3 2025 and has held it in 5 quarters since. The position peaked at $280K in Q2 2026. 5 funds tracked by Wall St. Rank hold AVBH as of Q3 2026.

BetterWealth held 8,484 shares of Avidbank Holdings worth $263K as of Q3 2026.
BetterWealth left its Avidbank Holdings share count unchanged in Q3 2026.
Avidbank Holdings made up 0.04% of BetterWealth's portfolio in Q3 2026, its #75 holding.
BetterWealth first reported a position in Avidbank Holdings in Q3 2025 and has held it in 5 quarters since.
BetterWealth's Avidbank Holdings position peaked at $280K in Q2 2026.
5 funds tracked by Wall St. Rank held Avidbank Holdings as of Q3 2026.

Based on BetterWealth's 13F filing for Q3 2026, filed 15 Oct 2026.