Cornerstone Planning Group
AVBH icon

Cornerstone Planning Group’s Avidbank Holdings AVBH Stock Holding History

Cornerstone Planning Group’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 		– Sell
-15
Closed -$477 – 1841
2026
Q2 		$477 Hold
15
– – ﹤0.01% 1706
2026
Q1 		$442 Buy
+15
New +$424 ﹤0.01% 1682

Other funds holding AVBH

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
B
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Cornerstone Planning Group's AVBH Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Avidbank Holdings (AVBH) in Q3 2026, closing a stake of 15 shares — an estimated $477 sold.

Cornerstone Planning Group first reported a position in AVBH in Q1 2026 and held it in 2 quarters. The position peaked at $477 in Q2 2026. 6 funds tracked by Wall St. Rank hold AVBH as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Avidbank Holdings position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 15 Avidbank Holdings shares in Q3 2026, an estimated $477.
  • Cornerstone Planning Group first reported a position in Avidbank Holdings in Q1 2026 and held it in 2 quarters.
  • Cornerstone Planning Group's Avidbank Holdings position peaked at $477 in Q2 2026.
  • 6 funds tracked by Wall St. Rank held Avidbank Holdings as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.