Essential Partners’s Avidbank Holdings AVBH Stock Holding History

Essential 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 Q3	$403	Hold	13	–	–	﹤0.01%	2464
2026 Q2	$429	Buy	13 +10	+333%	+$305	﹤0.01%	2511
2026 Q1	$86	Buy	+3	New	+$85	﹤0.01%	2737

Other funds holding AVBH

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners's AVBH Position: Q3 2026 in Review

Essential Partners held its Avidbank Holdings (AVBH) position steady in Q3 2026 at 13 shares worth $403. The position accounts for ﹤0.01% of the portfolio, ranked #2464.

Essential Partners first reported a position in AVBH in Q1 2026 and has held it in 3 quarters since. The position peaked at $429 in Q2 2026. 3 funds tracked by Wall St. Rank hold AVBH as of Q3 2026.

Essential Partners held 13 shares of Avidbank Holdings worth $403 as of Q3 2026.
Essential Partners left its Avidbank Holdings share count unchanged in Q3 2026.
Avidbank Holdings made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2464 holding.
Essential Partners first reported a position in Avidbank Holdings in Q1 2026 and has held it in 3 quarters since.
Essential Partners's Avidbank Holdings position peaked at $429 in Q2 2026.
3 funds tracked by Wall St. Rank held Avidbank Holdings as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.