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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$33.7 Million 4.27% of portfolio
164,251
Q2 2025 Reduced 4.84%
$3.75T
$18.7 Million 2.37% of portfolio
37,617
Q2 2025 Reduced 1.56%
$406B
$15.2 Million 1.92% of portfolio
95,960
Q2 2025 Added 2.05%
$2.27T
$15 Million 1.9% of portfolio
68,209
Q2 2025 Reduced 10.43%
$831B
$9.06 Million 1.15% of portfolio
31,252
Q2 2025 Added 0.14%
$748B
$7.65 Million 0.97% of portfolio
9,808
Q2 2025 Reduced 1.4%
$636B
$7.37 Million 0.93% of portfolio
33,725
Q2 2025 Reduced 2.01%
$474B
$6.92 Million 0.88% of portfolio
64,159
Q2 2025 Reduced 0.43%
$435B
$6.88 Million 0.87% of portfolio
6,948
Q2 2025 Added 0.16%
$585B
$6.53 Million 0.83% of portfolio
18,388
Q2 2025 Reduced 2.4%
$1.08T
$6.43 Million 0.81% of portfolio
36,254
Q2 2025 Reduced 5.87%
$1.07T
$6.06 Million 0.77% of portfolio
34,372
Q2 2025 Added 2.09%
$539B
$5.8 Million 0.73% of portfolio
10,317
Q2 2025 Reduced 1.4%
$233B
$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%
$1.62T
$4.65 Million 0.59% of portfolio
6,296
Q2 2025 Added 1.32%
$376B
$3.64 Million 0.46% of portfolio
76,931
Q2 2025 Reduced 9.03%
$174B
$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%
$573B
$3.37 Million 0.43% of portfolio
2,520
Q2 2025 Reduced 2.4%
$113B
$3.24 Million 0.41% of portfolio
11,764
Q2 2025 Added 1.19%
$187B
$3.06 Million 0.39% of portfolio
10,250
Q2 2025 Reduced 2.65%
$74.1B
$3.07 Million 0.39% of portfolio
19,705
Q2 2025 Reduced 3.38%
$205B
$3.11 Million 0.39% of portfolio
3,028
Q2 2025 Added 26.32%
$54.6B
$2.98 Million 0.38% of portfolio
22,519
Q2 2025 Added 2.29%
$300B
$2.91 Million 0.37% of portfolio
20,338
Q2 2025 Reduced 9.17%
$337B
$2.78 Million 0.35% of portfolio
14,960
Q2 2025 Reduced 0.51%
$373B
$2.63 Million 0.33% of portfolio
16,528
Q2 2025 Reduced 2.06%
$260B
$2.51 Million 0.32% of portfolio
8,521
Q2 2025 Added 0.5%
$165B
$2.42 Million 0.31% of portfolio
5,973
Q2 2025 Reduced 5.04%
$108B
$2.29 Million 0.29% of portfolio
24,983
Q2 2025 Added 62.6%
$220B
$2.31 Million 0.29% of portfolio
18,591
Q2 2025 Added 0.18%
$631B
$2.32 Million 0.29% of portfolio
4,783
Q2 2025 Reduced 0.44%
$46.5B
$2.25 Million 0.29% of portfolio
3,908
Q2 2025 Reduced 3.36%
$409B
$2.07 Million 0.26% of portfolio
13,554
Q2 2025 Reduced 30.28%
$263B
$2.01 Million 0.25% of portfolio
20,575
Q2 2025 Reduced 0.19%
$237B
$1.99 Million 0.25% of portfolio
6,237
Q2 2025 Added 1.48%
$73.8B
$1.9 Million 0.24% of portfolio
5,327
Q2 2025 Reduced 1.57%
$48.3B
$1.86 Million 0.24% of portfolio
7,734
Q2 2025 Reduced 3.35%
$215B
$1.72 Million 0.22% of portfolio
11,813
Q2 2025 Added 10.54%
$100B
$1.68 Million 0.21% of portfolio
3,833
Q2 2025 Reduced 2.24%
$276B
$1.63 Million 0.21% of portfolio
8,963
Q2 2025 Added 2.24%
$143B
$1.58 Million 0.2% of portfolio
4,419
Q2 2025 Added 1.7%
$45B
$1.56 Million 0.2% of portfolio
2,907
Q2 2025 Added 7,756.76%
$177B
$1.46 Million 0.18% of portfolio
7,503
Q2 2025 Reduced 14.52%
$128B
$1.36 Million 0.17% of portfolio
4,403
Q2 2025 Added 1.83%
$14.1B
$1.37 Million 0.17% of portfolio
5,907
Q2 2025 Reduced 3.76%
$145B
$1.31 Million 0.17% of portfolio
18,838
Q2 2025 Reduced 5.18%
$168B
$1.34 Million 0.17% of portfolio
7,303
Q2 2025 Reduced 0.54%

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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