Grove Bank & Trust Portfolio Holdings
Grove Bank & Trust
- $876 Million
- Q4 2025
Grove Bank & Trust has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $876 Million distributed in 975 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $75.1M, Ishares Core S&P Mid Cap ETF with a value of $44.7M, Apple Inc. with a value of $44M, Ishares Core S&P Sm Cap ETF with a value of $32.3M, and Ishares Core S&P 500 ETF with a value of $30.9M.
Examining the 13F form we can see an increase of $32.9M in the current position value, from $843M to 876M.
Below you can find more details about Grove Bank & Trust portfolio as well as his latest detailed transactions.
Portfolio value
$876 Million
ETFs: $519 Million
Technology: $134 Million
Financial Services: $44.3 Million
Healthcare: $38.4 Million
Consumer Cyclical: $35.1 Million
Communication Services: $32.8 Million
Industrials: $22.5 Million
Consumer Defensive: $21 Million
Other: $28.7 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 975
- Current Value $876 Million
- Prior Value $843 Million
- Filing
- Period Q4 2025
- Filing Date January 08, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 62 stocks
- Additional Purchases 221 stocks
- Sold out of 0 stocks
- Reduced holdings in 173 stocks