[SCHEDULE 13G/A] Avidbank Holdings, Inc. Amended Passive Investment Disclosure
Avidbank Holdings stake of 6.40% reported by Fourthstone
Fourthstone LLC and related entities report a passive ownership stake in Avidbank Holdings, Inc. Fourthstone LLC, as investment adviser, directly holds 700,818 shares of Avidbank common stock on behalf of its advisory clients, representing 6.40% of the class.
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Fourthstone LLC and related entities report a passive ownership stake in Avidbank Holdings, Inc. Fourthstone LLC, as investment adviser, directly holds 700,818 shares of Avidbank common stock on behalf of its advisory clients, representing 6.40% of the class. This percentage is based on 10,955,167 shares of common stock outstanding as of April 30, 2026, as referenced from the issuer’s Form 10-K. Related reporting persons include Fourthstone Master Opportunity Fund Ltd, Fourthstone QP Opportunity Fund, Fourthstone Small-Cap Financials Fund, Fourthstone GP LLC, and L. Phillip Stone IV, each reporting shared voting and shared dispositive power over their respective positions. The group states that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Avidbank Holdings.
Key Figures
Shares beneficially owned by Fourthstone LLC:700,818 sharesFourthstone ownership percentage:6.40 %Shares outstanding:10,955,167 shares+3 more
6 metrics
Shares beneficially owned by Fourthstone LLC700,818 sharesCommon stock of Avidbank Holdings held on behalf of advisory clients
Fourthstone ownership percentage6.40 %Percent of Avidbank common stock class reported by Fourthstone group
Shares outstanding10,955,167 sharesAvidbank common stock outstanding as of April 30, 2026, per Form 10-K
Fourthstone Master Opportunity Fund holding502,628 sharesAvidbank common shares with 4.59 % of the class
Fourthstone QP Opportunity Fund holding138,716 sharesAvidbank common shares with 1.27 % of the class
Fourthstone Small-Cap Financials Fund holding59,474 sharesAvidbank common shares with 0.54 % of the class
"may be deemed to beneficially own securities owned by Fourthstone"
Beneficially own means having the economic rights and risks of a security—such as the right to receive dividends, sell the shares, or profit from price changes—whether or not your name appears on the official share register. Think of it like renting a car: you use it and reap the benefits even if the title lists someone else. Investors care because beneficial ownership determines who truly controls value, must be disclosed under securities rules, and can signal potential influence or trading activity that affects a stock’s price.
shared voting powerfinancial
"Shared Voting Power 700,818.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive powerfinancial
"Shared Dispositive Power 700,818.00"
investment adviserfinancial
"acquired the Issuer's shares in the ordinary course of business as a registered investment adviser"
An investment adviser is a person or firm that professionally manages money and gives recommendations about buying, selling, or holding investments. Like a financial coach or guide, they have a legal duty to act in a client's best financial interest, so their advice, fees and potential conflicts can directly affect returns and risk — making their role important for investors who want informed, accountable help with portfolios.
percent of classfinancial
"Percent of class: 6.40 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What percentage of Avidbank Holdings (AVBH) does Fourthstone report owning?
Fourthstone and related reporting persons report beneficial ownership of 6.40% of Avidbank Holdings’ common stock. This is based on 10,955,167 shares outstanding as of April 30, 2026, per the issuer’s Form 10-K.
How many Avidbank Holdings (AVBH) shares does Fourthstone LLC hold?
Fourthstone LLC directly holds 700,818 shares of Avidbank common stock on behalf of its advisory clients. This position reflects shared voting and dispositive power over the shares, reported on a passive Schedule 13G/A basis.
Is Fourthstone seeking to influence control of Avidbank Holdings (AVBH)?
The reporting group states the Avidbank shares were not acquired and are not held for the purpose or effect of changing or influencing control. They describe the holdings as acquired in the ordinary course as an investment adviser.
What is the total share count used to calculate Fourthstone’s AVBH ownership?
The ownership percentages are calculated using 10,955,167 Avidbank common shares outstanding as of April 30, 2026. This outstanding share figure comes from Avidbank’s Form 10-K filed on May 13, 2026.
Which entities are included as reporting persons in the AVBH Schedule 13G/A?
Reporting persons include Fourthstone LLC, Fourthstone Master Opportunity Fund Ltd, Fourthstone QP Opportunity Fund LP, Fourthstone Small-Cap Financials Fund LP, Fourthstone GP LLC, and L. Phillip Stone IV, who is managing member of Fourthstone and Fourthstone GP.
What are the largest fund-level holdings of AVBH within the Fourthstone group?
Fourthstone Master Opportunity Fund Ltd reports 502,628 shares (4.59% of the class). Fourthstone QP Opportunity Fund reports 138,716 shares (1.27%), and Fourthstone Small-Cap Financials Fund reports 59,474 shares (0.54%).
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 2)
AVIDBANK HOLDINGS, INC.
(Name of Issuer)
Common Stock, No Par Value per Share
(Title of Class of Securities)
05368J103
(CUSIP Number)
06/30/2026
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
05368J103
1
Names of Reporting Persons
Fourthstone LLC
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
700,818.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
700,818.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
700,818.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
6.40 %
12
Type of Reporting Person (See Instructions)
IA
Comment for Type of Reporting Person: See Item 4 for a description of the information reported in rows (6), (8), (9) and (11).
SCHEDULE 13G
CUSIP Number(s):
05368J103
1
Names of Reporting Persons
Fourthstone Master Opportunity Fund Ltd
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
CAYMAN ISLANDS
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
502,628.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
502,628.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
502,628.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
4.59 %
12
Type of Reporting Person (See Instructions)
OO
Comment for Type of Reporting Person: See Item 4 for a description of the information reported in rows (6), (8), (9) and (11).
SCHEDULE 13G
CUSIP Number(s):
05368J103
1
Names of Reporting Persons
Fourthstone GP LLC
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
198,190.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
198,190.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
198,190.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
1.81 %
12
Type of Reporting Person (See Instructions)
OO
Comment for Type of Reporting Person: See Item 4 for a description of the information reported in rows (6), (8), (9) and (11).
SCHEDULE 13G
CUSIP Number(s):
05368J103
1
Names of Reporting Persons
Fourthstone QP Opportunity Fund LP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
138,716.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
138,716.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
138,716.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
1.27 %
12
Type of Reporting Person (See Instructions)
PN
Comment for Type of Reporting Person: See Item 4 for a description of the information reported in rows (6), (8), (9) and (11).
SCHEDULE 13G
CUSIP Number(s):
05368J103
1
Names of Reporting Persons
Fourthstone Small-Cap Financials Fund LP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
59,474.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
59,474.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
59,474.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
0.54 %
12
Type of Reporting Person (See Instructions)
PN
Comment for Type of Reporting Person: See Item 4 for a description of the information reported in rows (6), (8), (9) and (11).
SCHEDULE 13G
CUSIP Number(s):
05368J103
1
Names of Reporting Persons
L. Phillip Stone, IV
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
700,818.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
700,818.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
700,818.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
6.40 %
12
Type of Reporting Person (See Instructions)
IN
Comment for Type of Reporting Person: See Item 4 for a description of the information reported in rows (6), (8), (9) and (11).
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
AVIDBANK HOLDINGS, INC.
(b)
Address of issuer's principal executive offices:
1732 North First Street, 6th Floor
San Jose, CA 95112
Item 2.
(a)
Name of person filing:
This Schedule 13G is being filed by Fourthstone LLC, a Delaware Limited Liability Company and Investment Adviser ("Fourthstone"). The persons reporting information on this Schedule 13G include, in addition to Fourthstone, a company incorporated in the Cayman Islands ("Fourthstone Master Opportunity Fund"), a Delaware Limited Partnership ("Fourthstone QP Opportunity"), a Delaware Limited Partnership ("Fourthstone Small-Cap Financials"), a Delaware Limited Liability Company ("Fourthstone GP, " General Partner of Fourthstone QP Opportunity and Fourthstone Small-Cap Financials), and L. Phillip Stone, IV, a citizen of the United States of America, who is the Managing Member of Fourthstone and Fourthstone GP (each, a "Reporting Person" and, together, the "Reporting Persons"). Fourthstone directly holds 700,818 shares of Common Stock on behalf of its advisory clients. Each of the Reporting Persons listed in this filing certify the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the Issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that effect.
(b)
Address or principal business office or, if none, residence:
The principal business address of each of the Reporting Persons is as follows: The registered office of Fourthstone LLC, Fourthstone Master Opportunity Fund Ltd., Fourthstone GP LLC, Fourthstone QP Opportunity Fund LP, Fourthstone Small-Cap Financials Fund LP is 575 Maryville Centre Drive, Suite 110, St. Louis, MO 63141.
(c)
Citizenship:
See response to Item 4 of each of the cover pages.
(d)
Title of class of securities:
Common Stock, No Par Value per Share
(e)
CUSIP No.:
05368J103
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
Fourthstone LLC acquired the Issuer's shares in the ordinary course of business as a registered investment adviser and not with the purpose nor with the effect of influencing the control of the Issuer. Fourthstone GP LLC is the general partner of and may be deemed to beneficially own securities owned by Fourthstone QP Opportunity Fund LP and Fourthstone Small-Cap Financials Fund LP. L. Phillip Stone, IV, is the Managing Member of Fourthstone LLC and Fourthstone GP and may be deemed to beneficially own securities owned by Fourthstone.The percentages reported in Row 11 of each cover page are based on 10,955,167 shares of Common Stock (as defined below) of the Issuer (as defined below) outstanding as of April 30, 2026, based on the Issuers Form 10-K filed on May 13, 2026.
(b)
Percent of class:
6.40 %
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
See responses to Item 5 on each cover page.
(ii) Shared power to vote or to direct the vote:
See responses to Item 6 on each cover page.
(iii) Sole power to dispose or to direct the disposition of:
See responses to Item 7 on each cover page.
(iv) Shared power to dispose or to direct the disposition of:
See responses to Item 8 on each cover page.
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
Not Applicable
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
