RFP
AVBH

Root Financial Partners’s Avidbank Holdings AVBH Stock Holding History

Root Financial 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
Q2 		– Sell
-15
Closed -$428 – 3445
2026
Q1 		$428 Buy
+15
New +$424 ﹤0.01% 2918

Other funds holding AVBH

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Root Financial Partners's AVBH Position: Q2 2026 in Review

Root Financial Partners sold out of Avidbank Holdings (AVBH) in Q2 2026, closing a stake of 15 shares — an estimated $428 sold.

Root Financial Partners first reported a position in AVBH in Q1 2026 and held it in 1 quarter. The position peaked at $428 in Q1 2026. 9 funds tracked by Wall St. Rank hold AVBH as of Q2 2026.

  • Root Financial Partners reported no remaining Avidbank Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 15 Avidbank Holdings shares in Q2 2026, an estimated $428.
  • Root Financial Partners first reported a position in Avidbank Holdings in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Avidbank Holdings position peaked at $428 in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Avidbank Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.