Cerity Partners
AVBH icon

Cerity Partners’s Avidbank Holdings AVBH Stock Holding History

Cerity Partners’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
Q2 		$231K Sell
7,006
-113
-2% -$3.44K ﹤0.01% 2968
2026
Q1 		$203K Sell
7,119
-1,781
-20% -$50.3K ﹤0.01% 2876
2025
Q4 		$236K Hold
8,900
– – ﹤0.01% 2541
2025
Q3 		$227K Buy
+8,900
New +$222K ﹤0.01% 2437

Other funds holding AVBH

PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cerity Partners's AVBH Position: Q2 2026 in Review

Cerity Partners reduced its Avidbank Holdings (AVBH) stake by 1.6% in Q2 2026, selling an estimated $3.44K and leaving 7,006 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #2968.

Cerity Partners first reported a position in AVBH in Q3 2025 and has held it in 4 quarters since. The position peaked at $236K in Q4 2025. 91 funds tracked by Wall St. Rank hold AVBH as of Q2 2026.

  • Cerity Partners held 7,006 shares of Avidbank Holdings worth $231K as of Q2 2026.
  • Cerity Partners sold 113 Avidbank Holdings shares in Q2 2026, an estimated $3.44K.
  • Avidbank Holdings made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2968 holding.
  • Cerity Partners first reported a position in Avidbank Holdings in Q3 2025 and has held it in 4 quarters since.
  • Cerity Partners's Avidbank Holdings position peaked at $236K in Q4 2025.
  • 91 funds tracked by Wall St. Rank held Avidbank Holdings as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.