Grove Bank & Trust Portfolio Holdings

Grove Bank & Trust

  • $789 Million
  • Q2 2025

Grove Bank & Trust has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $789 Million distributed in 979 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 $68.4M, Ishares Core S&P Mid Cap ETF with a value of $48.4M, Apple Inc. with a value of $33.7M, Ishares Core S&P Sm Cap ETF with a value of $30.4M, and Ishares Tr with a value of $25.8M.

Examining the 13F form we can see an increase of $50.1M in the current position value, from $739M to 789M.

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

Portfolio value $789 Million
ETFs: $457 Million
Technology: $114 Million
Financial Services: $49.2 Million
Healthcare: $39.1 Million
Consumer Cyclical: $31.6 Million
Communication Services: $26.2 Million
Consumer Defensive: $23.1 Million
Industrials: $18.7 Million
Other: $30.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$68.4 Million 8.66% of portfolio
120,345
Q2 2025 Reduced 26.26%
$0
$48.4 Million 6.13% of portfolio
780,507
Q2 2025 Added 2.74%
$3.45T
$33.7 Million 4.27% of portfolio
164,251
Q2 2025 Reduced 4.84%
$0
$30.4 Million 3.85% of portfolio
278,355
Q2 2025 Reduced 10.44%
$0
$25.8 Million 3.27% of portfolio
309,195
Q2 2025 Added 55.29%
$0
$24.7 Million 3.13% of portfolio
39,767
Q2 2025 Added 2.64%
$0
$18.9 Million 2.4% of portfolio
352,897
Q2 2025 Added 7.95%
$3.77T
$18.7 Million 2.37% of portfolio
37,617
Q2 2025 Reduced 1.56%
$416B
$15.2 Million 1.92% of portfolio
95,960
Q2 2025 Added 2.05%
$2.32T
$15 Million 1.9% of portfolio
68,209
Q2 2025 Reduced 10.43%
$0
$14.1 Million 1.79% of portfolio
287,596
Q2 2025 Added 1.58%
$0
$13.9 Million 1.76% of portfolio
22,512
Q2 2025 Reduced 1.1%
$0
$12 Million 1.52% of portfolio
28,431
Q2 2025 Added 6.29%
$0
$12 Million 1.52% of portfolio
151,273
Q2 2025 Added 2.87%
$0
$11.4 Million 1.45% of portfolio
107,507
Q2 2025 Reduced 1.84%
$0
$11 Million 1.4% of portfolio
123,937
Q2 2025 Added 40.11%
$0
$9.24 Million 1.17% of portfolio
52,277
Q2 2025 Reduced 22.23%
$855B
$9.06 Million 1.15% of portfolio
31,252
Q2 2025 Added 0.14%
$0
$8.92 Million 1.13% of portfolio
66,089
Q1 2025 Added 11.47%
$0
$8.68 Million 1.1% of portfolio
152,214
Q2 2025 Added 120.62%
$0
$8.56 Million 1.08% of portfolio
173,150
Q2 2025 Added 10.81%
$0
$8.38 Million 1.06% of portfolio
93,753
Q2 2025 Added 8.05%
$0
$8.4 Million 1.06% of portfolio
223,846
Q2 2025 Added 1.56%
$54.9B
$8.3 Million 1.05% of portfolio
133,052
Q2 2025 Added 917.92%
$0
$7.72 Million 0.98% of portfolio
156,777
Q2 2025 Added 2.41%
$738B
$7.65 Million 0.97% of portfolio
9,808
Q2 2025 Reduced 1.4%
$642B
$7.37 Million 0.93% of portfolio
33,725
Q2 2025 Reduced 2.01%
$0
$6.98 Million 0.88% of portfolio
12,325
Q2 2025 Reduced 3.2%
$452B
$6.92 Million 0.88% of portfolio
64,159
Q2 2025 Reduced 0.43%
$109B
$6.9 Million 0.87% of portfolio
22,634
Q2 2025 Added 38,924.14%
$417B
$6.88 Million 0.87% of portfolio
6,948
Q2 2025 Added 0.16%
$0
$6.9 Million 0.87% of portfolio
93,693
Q2 2025 Added 0.23%
$0
$6.78 Million 0.86% of portfolio
320,589
Q2 2025 Added 85.11%
$575B
$6.53 Million 0.83% of portfolio
18,388
Q2 2025 Reduced 2.4%
$1.17T
$6.43 Million 0.81% of portfolio
36,254
Q2 2025 Reduced 5.87%
$1.14T
$6.06 Million 0.77% of portfolio
34,372
Q2 2025 Added 2.09%
$533B
$5.8 Million 0.73% of portfolio
10,317
Q2 2025 Reduced 1.4%
$0
$5.58 Million 0.71% of portfolio
56,217
Q2 2025 Added 2.4%
$0
$5.51 Million 0.7% of portfolio
23,254
Q2 2025 Reduced 19.04%
$220B
$5.47 Million 0.69% of portfolio
40,218
Q2 2025 Reduced 1.96%
$3.93B
$5.02 Million 0.64% of portfolio
283,843
Q1 2025 Reduced 26.26%
$1.58T
$4.65 Million 0.59% of portfolio
6,296
Q2 2025 Added 1.32%
$0
$4.3 Million 0.54% of portfolio
89,073
Q2 2025 Added 8.03%
$0
$4.04 Million 0.51% of portfolio
38,689
Q2 2025 Reduced 3.55%
$0
$3.77 Million 0.48% of portfolio
54,964
Q2 2025 Added 75.03%
$147B
$3.71 Million 0.47% of portfolio
32,123
Q2 2025 Reduced 3.37%
$383B
$3.64 Million 0.46% of portfolio
76,931
Q2 2025 Reduced 9.03%
$173B
$3.44 Million 0.44% of portfolio
8,895
Q2 2025 Added 17.1%
$380B
$3.41 Million 0.43% of portfolio
9,310
Q2 2025 Added 0.25%

Summary

  • Portfolio
  • No. of Stocks 979
  • Current Value $789 Million
  • Prior Value $739 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 75 stocks
  • Additional Purchases 327 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 231 stocks
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