GREAT OAK CAPITAL PARTNERS, LLC
Position in AVBC — Avidia Bancorp, Inc.
CIK 2012868
SOUTH EASTON, MA
Position in AVBC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$716,955
+$45,127 QoQ
Shares Held
34,157
+0.0% QoQ
Ownership
0.170%
of shares outstanding
% of Portfolio
6.10%
of 13F equity value
Holder Rank
#3
of 13 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026GREAT OAK CAPITAL PARTNERS, LLC holds $941,693 across 2 Banks - Regional names. AVBC ranks #1 (76.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVBC |
Avidia Bancorp, Inc.
This page
|
34,157 | $716,955 | |
| 2 | NBBK |
NB Bancorp, Inc.
|
10,636 | $224,738 |
All Filings in AVBC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,955 | 34,157 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $671,828 | 34,155 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $590,165 | 35,108 | Shares | Sole | 2026-01-06 | |
| No filing history on record for this holder in this stock. | ||||||