UBS AM’s Avidbank Holdings AVBH Stock Holding History

UBS AM’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	$1.82K	Hold	55	–	–	﹤0.01%	3552
2026 Q1	$1.57K	Buy	+55	New	+$1.55K	﹤0.01%	3638

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

UBS AM's AVBH Position: Q2 2026 in Review

UBS AM held its Avidbank Holdings (AVBH) position steady in Q2 2026 at 55 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #3552.

UBS AM first reported a position in AVBH in Q1 2026 and has held it in 2 quarters since. 92 funds tracked by Wall St. Rank hold AVBH as of Q2 2026.

UBS AM held 55 shares of Avidbank Holdings worth $1.82K as of Q2 2026.
UBS AM left its Avidbank Holdings share count unchanged in Q2 2026.
Avidbank Holdings made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3552 holding.
UBS AM first reported a position in Avidbank Holdings in Q1 2026 and has held it in 2 quarters since.
92 funds tracked by Wall St. Rank held Avidbank Holdings as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.