Focus Partners Wealth
AVBH

Focus Partners Wealth’s Avidbank Holdings AVBH Stock Holding History

Focus Partners Wealth’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 		$1.04M Buy
36,389
+27
+0.1% +$762 ﹤0.01% 1605
2025
Q4 		$966K Sell
36,362
-7,000
-16% -$182K ﹤0.01% 1648
2025
Q3 		$1.11M Buy
+43,362
New +$1.08M ﹤0.01% 1247

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

Focus Partners Wealth's AVBH Position: Q1 2026 in Review

Focus Partners Wealth increased its Avidbank Holdings (AVBH) stake by 0.07% in Q1 2026, buying an estimated $762 and bringing the position to 36,389 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

Focus Partners Wealth first reported a position in AVBH in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.11M in Q3 2025. 88 funds tracked by Wall St. Rank hold AVBH as of Q1 2026.

  • Focus Partners Wealth held 36,389 shares of Avidbank Holdings worth $1.04M as of Q1 2026.
  • Focus Partners Wealth bought 27 Avidbank Holdings shares in Q1 2026, an estimated $762.
  • Avidbank Holdings made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1605 holding.
  • Focus Partners Wealth first reported a position in Avidbank Holdings in Q3 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Avidbank Holdings position peaked at $1.11M in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Avidbank Holdings as of Q1 2026.

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