StockDriftsStockDriftsTop 50 Grove Bank & Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 9.34% | 134.0K | $93.9M | -3.22%(-4.46K) | $408.61(+72.44%) | 2026-09-30 | |
| AAPL | APPLE INC | 5.48% | 165.5K | $55.1M | -0.17%(-280) | $103.76(+230.50%) | 2026-09-30 | |
| IJH | ISHARES TR | 4.27% | 596.2K | $42.9M | -1.76%(-10.67K) | $47.13(+53.58%) | 2026-09-30 | |
| IJR | ISHARES TR | 3.7% | 273.8K | $37.2M | -3.19%(-9.03K) | $81.96(+65.72%) | 2026-09-30 | |
| IEFA | ISHARES TR | 3.68% | 381.6K | $37.0M | +1.36%(+5.13K) | $72.74(+31.92%) | 2026-09-30 | |
| IVV | ISHARES TR | 3.22% | 42.3K | $32.4M | -4.06%(-1.79K) | $390.93(+96.97%) | 2026-09-30 | |
| IEMG | ISHARES INC | 3.1% | 384.0K | $31.2M | -2.05%(-8.05K) | $54.62(+41.59%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.68% | 118.1K | $27.0M | +3.39%(+3.87K) | $54.36(+299.36%) | 2026-09-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 2.6% | 453.6K | $26.1M | -22.70%(-133.24K) | $58.50(-1.47%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.02% | 39.7K | $20.3M | +6.61%(+2.46K) | $224.72(+137.42%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.34% | +57.48% | +8.41% | +49.75% |
| Top 20 Holdings Unweighted | +15.01% | +52.13% | +7.50% | +43.56% |
Grove Bank & Trust reports $1.01B in US-listed equity holdings across 932 positions in its most recent 13F filing. Its largest disclosed positions are VOO (9.3%), AAPL (5.5%) and IJH (4.3%). The top 20 holdings account for 54.8% of reported assets. Its disclosed equity book has returned +57.48% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Grove Bank & Trust, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Grove Bank & Trust’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1662212). View Grove Bank & Trust’s 13F filings on SEC