Latest revenue
$532.0K
as of 2026-03-31
Latest net income
$9.0M
as of 2026-03-31
Net margin
1695.7%
as of 2026-03-31
ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within State Commercial Banks (212 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.
Community sentiment
Where do you think AVBH is heading?
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $341.4M
- Enterprise value
- $385.8M
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- 1.18×
- Dividend yield
- 0.0%
- 52-wk high
- $31.61
- 52-wk low
- $19.75
- Beta
- —
- Shares out
- 11.0M
5-year trend
What this company does
Item 1. Business Overview We are Avidbank Holdings, a bank holding company based in San Jose, California that operates through our wholly owned subsidiary, Avidbank, a California state-chartered bank ("Avidbank" or the "Bank"). Founded in 2003, Avidbank is a full-service commercial bank dedicated to providing innovative banking solutions to a diverse client base, including small-to-medium sized businesses, technology companies, and individuals through robust portfolios of lending products, deposit services, and digital banking capabilities. We believe we provide competitive deposit products and treasury management solutions with a high-touch, relationship-driven approach, guided by our…
AI summary unavailable — showing raw filing excerpt
Generated from AVBH's filing dated 2026-03-18
Key risks
Item 1A. Risk Factors SUMMARY OF RISK FACTORS The following is a summary of some of the risks affecting us. You should carefully read and consider the matters discussed in the section entitled “Risk Factors” for a more thorough description of these and other risks. • Our business and operations are concentrated in California generally, and the Bay Area in particular, and we are more sensitive than our more geographically diversified competitors to adverse changes in the local economy. • Our business and operations could be negatively affected by a transition to a new Chief Executive Officer. • Economic and political uncertainties, including, changes in the market for public equity…
AI summary unavailable — showing raw filing excerpt
Generated from AVBH's filing dated 2026-03-18
Profitability
Net margin
-21.9%
254.5%Return on equity
-7.0%
161.7%Return on assets
-0.8%
100.5%Leverage
Debt / equity
8.15×
974.0%Debt / assets
89.1%
106.5%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $532.0K | +93.5% | $9.0M | +65.9% | 1695.7% |
Q4 2025 2025-12-31 | $88.5M | — | $-4.3M | — | -4.8% |
Q3 2025 2025-09-30 | $371.0K | -22.9% | $-26.5M | -553.3% | -7143.4% |
Q2 2025 2025-06-30 | $244.0K | -33.7% | $5.8M | +67.3% | 2375.8% |
Q1 2025 2025-03-31 | $275.0K | — | $5.4M | — | 1976.7% |
Q3 2024 2024-09-30 | $481.0K | — | $5.8M | — | 1215.4% |
Q2 2024 2024-06-30 | $368.0K | — | $3.5M | — | 941.8% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
State Commercial Banks · SIC 6022
Your notes
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Insider activity
Insider buying
$3.5M
Insider selling
$5.8M
Net activity
−$2.3M
Distinct insiders
16
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns AVBH
Institutional value
$85.6M
Total shares held
3.0M
Distinct holders
41
-22 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | Patriot Financial Partners GP II, L.P. | 1.1M | $30.0M | +0 (+0.0%) | No change |
| 2 | ENDEAVOUR CAPITAL ADVISORS INC | 708.5K | $20.2M | +10.6K (+1.5%) | Added |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 339.3K | $9.7M | — | New |
| 4 | BlackRock, Inc. | 222.6K | $6.3M | +13.7K (+6.6%) | Added |
| 5 | First Eagle Investment Management, LLC | 197.3K | $5.6M | +43.8K (+28.6%) | Added |
| 6 | FRANKLIN RESOURCES INC | 119.2K | $3.4M | -6.2K (-4.9%) | Trimmed |
| 7 | EJF Capital LLC | 113.5K | $3.2M | -2.9K (-2.4%) | Trimmed |
| 8 | Miracle Mile Advisors, LLC | 54.2K | $1.5M | -11.0K (-16.9%) | Trimmed |
| 9 | VANGUARD FIDUCIARY TRUST CO | 48.3K | $1.4M | — | New |
| 10 | PRUDENTIAL FINANCIAL INC | 21.3K | $607.9K | — | New |
| 11 | HSBC HOLDINGS PLC | 18.4K | $526.8K | — | New |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | 17.0K | $484.8K | — | New |
| 13 | UBS Group AG | 13.3K | $380.4K | -14.7K (-52.5%) | Trimmed |
| 14 | HighTower Advisors, LLC | 12.4K | $354.8K | +5 (+0.0%) | Added |
| 15 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10.6K | $302.1K | +0 (+0.0%) | No change |
| 16 | AXQ CAPITAL, LP | 9.9K | $282.8K | — | New |
| 17 | BNP PARIBAS FINANCIAL MARKETS | 8.5K | $243.0K | +7.8K (+1079.1%) | Added |
| 18 | BetterWealth, LLC | 8.5K | $241.8K | +0 (+0.0%) | No change |
| 19 | Bank of New York Mellon Corp | 7.3K | $206.6K | — | New |
| 20 | CALDWELL SUTTER CAPITAL, INC. | 5.5K | $156.8K | +0 (+0.0%) | No change |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once AVBH's latest filing finishes processing.
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