Grove Bank & Trust has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $843 Million distributed in 953 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 $73.3M, Apple Inc. with a value of $41.7M, Ishares Core S&P Mid Cap ETF with a value of $40.2M, Ishares Core S&P Sm Cap ETF with a value of $33.2M, and Ishares Core S&P 500 ETF with a value of $29.7M.

Examining the 13F form we can see an increase of $54.2M in the current position value, from $789M to 843M.

Below you can find more details about Grove Bank & Trust portfolio as well as his latest detailed transactions.

Portfolio value $843 Million
ETFs: $499 Million
Technology: $131 Million
Financial Services: $47.7 Million
Healthcare: $37.2 Million
Consumer Cyclical: $30 Million
Communication Services: $27.6 Million
Consumer Defensive: $22 Million
Industrials: $19 Million
Other: $30.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 953
  • Current Value $843 Million
  • Prior Value $789 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 44 stocks
  • Additional Purchases 116 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 233 stocks
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