Integrated Wealth Concepts’s Avidbank Holdings AVBH Stock Holding History

Integrated Wealth Concepts’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	$2.54K	Buy	+77	New	+$2.35K	﹤0.01%	5276

Other funds holding AVBH

PFPGI

Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Integrated Wealth Concepts's AVBH Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Avidbank Holdings (AVBH) in Q2 2026: 77 shares worth $2.54K. The stake represents ﹤0.01% of the portfolio and ranks #5276 among its holdings.

92 funds tracked by Wall St. Rank hold AVBH as of Q2 2026.

Integrated Wealth Concepts held 77 shares of Avidbank Holdings worth $2.54K as of Q2 2026.
Avidbank Holdings was a new Integrated Wealth Concepts position in Q2 2026.
Avidbank Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5276 holding.
92 funds tracked by Wall St. Rank held Avidbank Holdings as of Q2 2026.

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