Cerity Partners
AVBH

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
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 $388M AUM
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
AllianceBernstein
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
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cerity Partners's AVBH Position: Q1 2026 in Review

Cerity Partners reduced its Avidbank Holdings (AVBH) stake by 20% in Q1 2026, selling an estimated $50.3K and leaving 7,119 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #2876.

Cerity Partners first reported a position in AVBH in Q3 2025 and has held it in 3 quarters since. The position peaked at $236K in Q4 2025. 88 funds tracked by Wall St. Rank hold AVBH as of Q1 2026.

  • Cerity Partners held 7,119 shares of Avidbank Holdings worth $203K as of Q1 2026.
  • Cerity Partners sold 1,781 Avidbank Holdings shares in Q1 2026, an estimated $50.3K.
  • Avidbank Holdings made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2876 holding.
  • Cerity Partners first reported a position in Avidbank Holdings in Q3 2025 and has held it in 3 quarters since.
  • Cerity Partners's Avidbank Holdings position peaked at $236K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Avidbank Holdings as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.