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 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

PFPGI

Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BetterWealth's AVBH Position: Q1 2026 in Review

BetterWealth held its Avidbank Holdings (AVBH) position steady in Q1 2026 at 8,484 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #72.

BetterWealth first reported a position in AVBH in Q3 2025 and has held it in 3 quarters since. 88 funds tracked by Wall St. Rank hold AVBH as of Q1 2026.

BetterWealth held 8,484 shares of Avidbank Holdings worth $242K as of Q1 2026.
BetterWealth left its Avidbank Holdings share count unchanged in Q1 2026.
Avidbank Holdings made up 0.05% of BetterWealth's portfolio in Q1 2026, its #72 holding.
BetterWealth first reported a position in Avidbank Holdings in Q3 2025 and has held it in 3 quarters since.
88 funds tracked by Wall St. Rank held Avidbank Holdings as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.