Focus Partners Wealth
AVBH icon

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
Q2 		$1.1M Sell
33,336
-3,053
-8% -$93.1K ﹤0.01% 1617
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 $391M AUM 33.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Focus Partners Wealth's AVBH Position: Q2 2026 in Review

Focus Partners Wealth reduced its Avidbank Holdings (AVBH) stake by 8.4% in Q2 2026, selling an estimated $93.1K and leaving 33,336 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1617.

Focus Partners Wealth first reported a position in AVBH in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.11M in Q3 2025. 91 funds tracked by Wall St. Rank hold AVBH as of Q2 2026.

  • Focus Partners Wealth held 33,336 shares of Avidbank Holdings worth $1.1M as of Q2 2026.
  • Focus Partners Wealth sold 3,053 Avidbank Holdings shares in Q2 2026, an estimated $93.1K.
  • Avidbank Holdings made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1617 holding.
  • Focus Partners Wealth first reported a position in Avidbank Holdings in Q3 2025 and has held it in 4 quarters since.
  • Focus Partners Wealth's Avidbank Holdings position peaked at $1.11M in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Avidbank Holdings as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.