As of November 7, 2026, 6 holders' latest Schedule 13D or 13G filings report owning 5% or more of Avidbank Holdings, Inc. The largest reported stake is Patriot Financial Partners IV, L.P.'s, at 10%. 6 filings are on record since August 12, 2025 (Schedule 13D, August 12, 2025).
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Key facts
- · Reporting person: Fourthstone LLC · Sole voting: 0 · Shared voting: 700,818 · Sole dispositive: 0 · Shared dispositive: 700,818 · SCHEDULE 13G/A, 2026-08-14
- · Reporting person: BlackRock, Inc. · Sole voting: 584,354 · Shared voting: 0 · Sole dispositive: 591,284 · Shared dispositive: 0 · SCHEDULE 13G, 2026-07-27
- · Holder: Banc Fund X L.P. · Percent: 5.5% · SCHEDULE 13G/A
- · Holder: AllianceBernstein L.P. · Percent: 7.8% · SCHEDULE 13G
- · Holder: Endeavour Capital Advisors Inc. · Percent: 6.4% · SCHEDULE 13G
Avidbank Holdings, Inc. has 6 Schedule 13D or 13G filings on record since 2025-08-12. 6 holders' latest filing reports 5% or more of common stock, no par value per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Patriot Financial Partners IV, L.P. | 10% | 906,626 | SCHEDULE 13D, 2025-08-12 | 2025-08-08 |
| AllianceBernstein L.P. | 7.8% | 854,127 | SCHEDULE 13G, 2025-11-14 | 2025-09-30 |
| Endeavour Capital Advisors Inc. | 6.4% | 697,886 | SCHEDULE 13G, 2025-11-12 | 2025-09-30 |
| Fourthstone LLC | 6.4% | 700,818 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| Banc Fund X L.P. | 5.5% | 596,430 | SCHEDULE 13G/A, 2026-02-13 | 2025-12-31 |
| BlackRock, Inc. | 5.4% | 591,284 | SCHEDULE 13G, 2026-07-27 | 2026-06-30 |
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More on Avidbank Holdings, Inc. and the records around it.
Avidbank Holdings, Inc. elsewhere on the record
- Leadership changes Aug 2026
- Who owns it
Companies that share a holder
- Patriot Financial Partners IV, L.P. also filed stake reports on 1 other company: NEWTEKONE, INC. (Sep 2025)
- Endeavour Capital Advisors Inc. also filed stake reports on 5 other companies: FVCBankcorp, Inc. (Aug 2026), California Bancorp (Feb 2026), USCB Financial Holdings, Inc. (Feb 2026)
- Banc Fund IX L.P. also filed stake reports on 14 other companies: Citizens Community Bancorp, Inc. (Feb 2026), FIRST NORTHERN COMMUNITY BANCORP (Feb 2026), First Western Financial Inc (Feb 2026)
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What the Full Report on Avidbank Holdings, Inc. covers
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Fourthstone LLC | 0 | 700,818 | 0 | 700,818 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone Master Opportunity Fund Ltd | 0 | 502,628 | 0 | 502,628 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone GP LLC | 0 | 198,190 | 0 | 198,190 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone QP Opportunity Fund LP | 0 | 138,716 | 0 | 138,716 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone Small-Cap Financials Fund LP | 0 | 59,474 | 0 | 59,474 | SCHEDULE 13G/A, 2026-08-14 |
| L. Phillip Stone, IV | 0 | 700,818 | 0 | 700,818 | SCHEDULE 13G/A, 2026-08-14 |
| BlackRock, Inc. | 584,354 | 0 | 591,284 | 0 | SCHEDULE 13G, 2026-07-27 |
The latest filing identifies Avidbank Holdings, Inc. by CUSIP 05368J103 and gives its principal executive office as 1732 North First Street, 6th Floor, San Jose, CA 95112 (SCHEDULE 13G/A, 2026-08-14).
Purpose of Transaction (Item 4)
Patriot Financial Partners IV, L.P.
The Patriot Funds acquired the Common Stock reported herein for investment purposes and the acquisition of shares of Common Stock was not motivated by an intent to exercise control, directly or indirectly, over the management, policies or business operations of the Issuer. Subject to applicable federal and state securities laws, Patriot Financial Group IV may dispose of shares of the Common Stock from time to time, subject to market conditions and other investment considerations, and may cause shares of the Common Stock to be distributed in kind to investors. To the extent permitted by applicable bank regulatory limitations, each member of the Patriot Financial Group IV may directly or indirectly acquire additional shares of Common Stock or associated rights or securities exercisable for or convertible into Common Stock, depending upon an ongoing evaluation of its investment in the Common Stock and securities exercisable for or convertible into Common Stock, applicable legal restrictions, prevailing market conditions, liquidity requirements of such member of the Patriot Financial Group IV and/or investment considerations. Other than as described in this Item 4, each member of the Patriot Financial Group IV has no present plans or proposals that relate to or would result in any of the events set forth in Items 4(a) through (j) of Schedule 13D.Item 4 of the SCHEDULE 13D filed 2025-08-12
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-12 | Patriot Financial Partners IV, L.P. | 10% | SCHEDULE 13D |
| 2025-11-12 | Endeavour Capital Advisors Inc. | 6.4% | SCHEDULE 13G |
| 2025-11-14 | AllianceBernstein L.P. | 7.8% | SCHEDULE 13G |
| 2026-02-13 | Banc Fund X L.P. | 5.5% | SCHEDULE 13G/A |
| 2026-07-27 | BlackRock, Inc. | 5.4% | SCHEDULE 13G |
| 2026-08-14 | Fourthstone LLC | 6.4% | SCHEDULE 13G/A |
Questions about who owns Avidbank Holdings, Inc.
Who owns Avidbank Holdings, Inc.?
On this page, 6 holders' latest ownership filings report 5% or more of Avidbank Holdings, Inc.: Patriot Financial Partners IV, L.P. (10%, Schedule 13D, filed 2025-08-12), AllianceBernstein L.P. (7.8%, Schedule 13G, filed 2025-11-14), Endeavour Capital Advisors Inc. (6.4%, Schedule 13G, filed 2025-11-12), Fourthstone LLC (6.4%, Schedule 13G/A, filed 2026-08-14) and Banc Fund X L.P. (5.5%, Schedule 13G/A, filed 2026-02-13); 1 more is listed above.
Who are the largest shareholders of Avidbank Holdings, Inc.?
By the share each holder's latest filing reports, the largest holders of Avidbank Holdings, Inc. on this page are Patriot Financial Partners IV, L.P. (10%), AllianceBernstein L.P. (7.8%) and Endeavour Capital Advisors Inc. (6.4%).
When did Patriot Financial Partners IV, L.P. buy into Avidbank Holdings, Inc.?
The filings give report dates, not purchase dates. The earliest filing from Patriot Financial Partners IV, L.P. on this page is the Schedule 13D, filed 2025-08-12, reporting 10%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 6 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for Avidbank Holdings, Inc.
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| August 3, 2026 | Leadership change: Jonathan M. Dale appointed, President | — | Leadership changes | Source |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.