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 Market Cap. of $2 Billions to $10 Billions
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