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
$545B
$3.37 Million 0.43% of portfolio
2,520
Q2 2025 Reduced 2.4%
$0
$3.27 Million 0.41% of portfolio
10,775
Q2 2025 Added 0.06%
$0
$3.26 Million 0.41% of portfolio
19,835
Q2 2025 Added 5.23%
$127B
$3.24 Million 0.41% of portfolio
11,764
Q2 2025 Added 1.19%
$150B
$3.06 Million 0.39% of portfolio
10,250
Q2 2025 Reduced 2.65%
$0
$3.06 Million 0.39% of portfolio
15,741
Q2 2025 Reduced 1.58%
$70.1B
$3.07 Million 0.39% of portfolio
19,705
Q2 2025 Reduced 3.38%
$172B
$3.11 Million 0.39% of portfolio
3,028
Q2 2025 Added 26.32%
$48.5B
$2.98 Million 0.38% of portfolio
22,519
Q2 2025 Added 2.29%
$302B
$2.91 Million 0.37% of portfolio
20,338
Q2 2025 Reduced 9.17%
$351B
$2.78 Million 0.35% of portfolio
14,960
Q2 2025 Reduced 0.51%
$368B
$2.63 Million 0.33% of portfolio
16,528
Q2 2025 Reduced 2.06%
$210B
$2.51 Million 0.32% of portfolio
8,521
Q2 2025 Added 0.5%
$0
$2.55 Million 0.32% of portfolio
34,429
Q2 2025 Added 22.74%
$187B
$2.42 Million 0.31% of portfolio
5,973
Q2 2025 Reduced 5.04%
$0
$2.35 Million 0.3% of portfolio
25,600
Q4 2022 Reduced 2.12%
$207B
$2.31 Million 0.29% of portfolio
18,591
Q2 2025 Added 0.18%
$621B
$2.32 Million 0.29% of portfolio
4,783
Q2 2025 Reduced 0.44%
$44B
$2.25 Million 0.29% of portfolio
3,908
Q2 2025 Reduced 3.36%
$452B
$2.07 Million 0.26% of portfolio
13,554
Q2 2025 Reduced 30.28%
$281B
$2.01 Million 0.25% of portfolio
20,575
Q2 2025 Reduced 0.19%
$227B
$1.99 Million 0.25% of portfolio
6,237
Q2 2025 Added 1.48%
$75.3B
$1.9 Million 0.24% of portfolio
5,327
Q2 2025 Reduced 1.57%
$43.1B
$1.86 Million 0.24% of portfolio
7,734
Q2 2025 Reduced 3.35%
$0
$1.8 Million 0.23% of portfolio
47,500
Q3 2019 New
$0
$1.72 Million 0.22% of portfolio
9,473
Q2 2025 Added 0.77%
$0
$1.7 Million 0.22% of portfolio
8,707
Q2 2025 Reduced 24.68%
$229B
$1.72 Million 0.22% of portfolio
11,813
Q2 2025 Added 10.54%
$102B
$1.68 Million 0.21% of portfolio
3,833
Q2 2025 Reduced 2.24%
$0
$1.67 Million 0.21% of portfolio
7,749
Q2 2025 Reduced 7.0%
$261B
$1.63 Million 0.21% of portfolio
8,963
Q2 2025 Added 2.24%
$145B
$1.58 Million 0.2% of portfolio
4,419
Q2 2025 Added 1.7%
$54.3B
$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%
$124B
$1.36 Million 0.17% of portfolio
4,403
Q2 2025 Added 1.83%
$12.9B
$1.37 Million 0.17% of portfolio
5,907
Q2 2025 Reduced 3.76%
$141B
$1.31 Million 0.17% of portfolio
18,838
Q2 2025 Reduced 5.18%
$162B
$1.34 Million 0.17% of portfolio
7,303
Q2 2025 Reduced 0.54%
$203B
$1.23 Million 0.16% of portfolio
15,595
Q2 2025 Reduced 8.79%
$306B
$1.23 Million 0.16% of portfolio
17,433
Q2 2025 Added 2.0%
$70.7B
$1.23 Million 0.16% of portfolio
3,163
Q2 2025 Added 21.09%
$182B
$1.27 Million 0.16% of portfolio
13,582
Q2 2025 Reduced 3.94%
$141B
$1.27 Million 0.16% of portfolio
35,544
Q2 2025 Added 4.69%
$120B
$1.24 Million 0.16% of portfolio
13,762
Q2 2025 Reduced 33.75%
$36B
$1.23 Million 0.16% of portfolio
15,350
Q2 2025 Added 8.56%
$112B
$1.2 Million 0.15% of portfolio
4,148
Q2 2025 Added 5.6%
$135B
$1.14 Million 0.14% of portfolio
4,968
Q2 2025 Added 22.94%
$250B
$1.07 Million 0.14% of portfolio
7,577
Q2 2025 Added 2.14%
$245B
$1.07 Million 0.14% of portfolio
3,437
Q2 2025 Reduced 44.67%

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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