UBS Group
AVBH

UBS Group’s Avidbank Holdings AVBH Stock Holding History

UBS Group’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 		$380K Sell
13,346
-14,748
-52% -$416K ﹤0.01% 6262
2025
Q4 		$746K Sell
28,094
-4,911
-15% -$127K ﹤0.01% 5817
2025
Q3 		$842K Buy
+33,005
New +$825K ﹤0.01% 5707

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

UBS Group's AVBH Position: Q1 2026 in Review

UBS Group reduced its Avidbank Holdings (AVBH) stake by 52% in Q1 2026, selling an estimated $416K and leaving 13,346 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #6262.

UBS Group first reported a position in AVBH in Q3 2025 and has held it in 3 quarters since. The position peaked at $842K in Q3 2025. 88 funds tracked by Wall St. Rank hold AVBH as of Q1 2026.

  • UBS Group held 13,346 shares of Avidbank Holdings worth $380K as of Q1 2026.
  • UBS Group sold 14,748 Avidbank Holdings shares in Q1 2026, an estimated $416K.
  • Avidbank Holdings made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6262 holding.
  • UBS Group first reported a position in Avidbank Holdings in Q3 2025 and has held it in 3 quarters since.
  • UBS Group's Avidbank Holdings position peaked at $842K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Avidbank Holdings as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.