Empirical Financial Services, LLC d.b.a. Empirical Wealth Management AVBH — AVIDBANK HLDGS INC

Ownership history in Empirical Financial Services, LLC d.b.a. Empirical Wealth Management  ·  4 quarters on record

AI Ownership Summary

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reported AVIDBANK HLDGS INC (AVBH) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows AVBH at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AVBH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's position in AVIDBANK HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AVBH was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AVBH stock page Empirical Financial Services, LLC d.b.a. Empirical Wealth Management fund profile Empirical Financial Services, LLC d.b.a. Empirical Wealth Management full holdings
How Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held AVBH — position size vs. price
% of Fund (quarterly)    AVBH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 10,600 — 0% 0.01% $350K 2026-07-15 $32.16
2026 Q1 UNCHANGED — — — 10,600 — 0% 0.01% $302K 2026-05-04 $29.26
2025 Q4 UNCHANGED — — — 10,600 — 0% 0.01% $282K 2026-01-16 $26.50
2025 Q3 INITIATED — — — 10,600 — — 0.01% $270K 2025-11-10 $25.40

🏢 Other funds also holding AVBH

As of 2026 Q2 — sorted by position size

ENDEAVOUR CAPITAL ADVISORS INC 3Y 7Y 4.46% CALDWELL SUTTER CAPITAL, INC. 3Y 0.07% BetterWealth, LLC 3Y 0.05% Composition Wealth, LLC 3Y 7Y 0.02% First Eagle Investment Management, LLC 3Y 7Y 0.02% Quadrature Capital Ltd 3Y 7Y 0.0% Police & Firemen's Retirement System of New Jersey 0.0% HighTower Advisors, LLC 3Y 7Y 0.0% BlackRock, Inc. 0.0% NEW YORK STATE COMMON RETIREMENT FUND 3Y 7Y 0.0%

FAQ About Empirical Financial Services, LLC d.b.a. Empirical Wealth Management and AVBH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reported owning AVBH?

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reported AVBH across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported AVBH position in Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's portfolio?

The largest reported portfolio weight for AVBH was 0.01% in 2025 Q3.

What is the latest reported AVBH position on this page?

The most recent filing on this page is 2026 Q2, when Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reported 10,600 shares, equal to 0.01% of portfolio, with an estimated market value of $350K.

What does the chart on this AVBH ownership page compare?

The chart compares Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's quarterly AVBH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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