Great Oak Capital Partners’s NB Bancorp NBBK Stock Holding History

Great Oak Capital Partners’s Portfolio NBBK Stock Details NBBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$224K	Hold	10,636	–	–	0.05%	42
2026 Q1	$236K	Hold	10,636	–	–	0.05%	44
2025 Q4	$208K	Sell	10,636 -20,285	-66%	-$386K	0.05%	42
2025 Q3	$544K	Sell	30,921 -30,733	-50%	-$564K	0.14%	29
2025 Q2	$1.17M	Sell	61,654 -124,032	-67%	-$2.09M	0.34%	19
2025 Q1	$3.15M	Hold	185,686	–	–	1.05%	13
2024 Q4	$3.15M	Sell	185,686 -9,000	-5%	-$173K	1.05%	13
2024 Q3	$3.49M	Buy	194,686 +5,000	+3%	+$88.4K	1.21%	12
2024 Q2	$3.24M	Sell	189,686 -229,555	-55%	-$3.34M	1.22%	13
2024 Q1	$5.73M	Buy	419,241 +106,611	+34%	+$1.49M	2.54%	11
2023 Q4	$4.24M	Buy	+312,630	New	+$4.25M	2.26%	13

Other funds holding NBBK

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

AFG Fiduciary Services Hingham, Massachusetts $127M AUM 24.3% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return