GOCP
AVBC

Great Oak Capital Partners’s Avidia Bancorp AVBC Stock Holding History

Great Oak Capital Partners’s Portfolio AVBC Stock Details AVBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$694K Buy
34,157
+2
+0% +$40 0.15% 26
2026
Q1 		$692K Sell
34,155
-953
-3% -$17.5K 0.16% 26
2025
Q4 		$580K Buy
+35,108
New +$550K 0.15% 28

Other funds holding AVBC

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Great Oak Capital Partners's AVBC Position: Q2 2026 in Review

Great Oak Capital Partners increased its Avidia Bancorp (AVBC) stake by 0.01% in Q2 2026, buying an estimated $40 and bringing the position to 34,157 shares worth $694K. The position accounts for 0.15% of the portfolio, ranked #26.

Great Oak Capital Partners first reported a position in AVBC in Q4 2025 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold AVBC as of Q2 2026.

  • Great Oak Capital Partners held 34,157 shares of Avidia Bancorp worth $694K as of Q2 2026.
  • Great Oak Capital Partners bought 2 Avidia Bancorp shares in Q2 2026, an estimated $40.
  • Avidia Bancorp made up 0.15% of Great Oak Capital Partners's portfolio in Q2 2026, its #26 holding.
  • Great Oak Capital Partners first reported a position in Avidia Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held Avidia Bancorp as of Q2 2026.

Based on Great Oak Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.