Empirical Wealth Management
AVBH icon

Empirical Wealth Management’s Avidbank Holdings AVBH Stock Holding History

Empirical Wealth Management’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 		$328K Hold
10,600
– – ﹤0.01% 921
2026
Q2 		$350K Hold
10,600
– – 0.01% 819
2026
Q1 		$302K Hold
10,600
– – 0.01% 786
2025
Q4 		$282K Hold
10,600
– – 0.01% 713
2025
Q3 		$270K Buy
+10,600
New +$265K 0.01% 653

Other funds holding AVBH

Patriot Financial Partners GP II
Patriot Financial Partners GP II Radnor, Pennsylvania $307M AUM 22.65% 1-Year Est. Return
Banc Funds Company
Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return
Endeavour Capital Advisors
Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Empirical Wealth Management's AVBH Position: Q3 2026 in Review

Empirical Wealth Management held its Avidbank Holdings (AVBH) position steady in Q3 2026 at 10,600 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Empirical Wealth Management first reported a position in AVBH in Q3 2025 and has held it in 5 quarters since. The position peaked at $350K in Q2 2026. 35 funds tracked by Wall St. Rank hold AVBH as of Q3 2026.

  • Empirical Wealth Management held 10,600 shares of Avidbank Holdings worth $328K as of Q3 2026.
  • Empirical Wealth Management left its Avidbank Holdings share count unchanged in Q3 2026.
  • Avidbank Holdings made up ﹤0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #921 holding.
  • Empirical Wealth Management first reported a position in Avidbank Holdings in Q3 2025 and has held it in 5 quarters since.
  • Empirical Wealth Management's Avidbank Holdings position peaked at $350K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Avidbank Holdings as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.