Q3 2026 13F · SEC CIK 1662212

Grove Bank & Trust

Bank & trustFiled 2026-10-08 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.0B
Reported positions: 932
Top holdings a year, 3 yrs: +16.2%
Average holding period: 8.8 yrs

Grove Bank & Trust is a bank & trust that reported 932 positions worth $1.0B in its Q3 2026 13F, filed 2026-10-08. Its largest holdings were Vanguard Index Fds (VOO, 9.3%), Apple Inc (AAPL, 5.5%), Ishares Tr (IJH, 4.3%). A portfolio copying its top holdings returned 16.2% a year over the last 3 years, against 20.4% for the S&P 500.

Grove Bank & Trust holdings largest 50 of 932 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Grove Bank & Trust 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	9.3%	9.4%	134,037	-3.2%	$93.9M
AAPLApple Inc	5.5%	4.8%	165,507	-0.2%	$55.1M
IJHIshares Tr	4.3%	4.6%	596,153	-1.8%	$42.9M
IJRIshares Tr	3.7%	4.2%	273,769	-3.2%	$37.2M
IEFAIshares Tr	3.7%	3.6%	381,551	+1.4%	$37.0M
IVVIshares Tr	3.2%	3.3%	42,281	-4.1%	$32.4M
IEMGIshares Inc	3.1%	3.2%	383,999	-2.1%	$31.2M
NVDANvidia Corporation	2.7%	2.3%	118,102	+3.4%	$27.0M
VGSHVanguard Scottsdale Fds	2.6%	3.4%	453,648	-22.7%	$26.1M
MSFTMicrosoft Corp	2.0%	1.4%	39,661	+6.6%	$20.3M
SPYState Str Spdr S&p 500 ETF T	1.7%	1.7%	22,695	-0.3%	$17.3M
IWFIshares Tr	1.7%	1.7%	134,831	-0.2%	$16.9M
XLESelect Sector Spdr Tr	1.6%	0.7%	261,706	+102.2%	$16.1M
AMZNAmazon Com Inc	1.5%	1.4%	60,036	-1.6%	$15.0M
GOOGLAlphabet Inc	1.5%	1.6%	42,790	-3.3%	$14.7M
IAUIshares Gold Tr	1.4%	1.2%	182,412	+16.5%	$14.2M
VWOVanguard Intl Equity Index F	1.4%	1.3%	229,334	+0.8%	$13.6M
VDEVanguard World Fd	1.3%	0.5%	78,536	+113.3%	$13.5M
VTEBVanguard Mun Bd Fds	1.3%	1.5%	285,370	-1.8%	$13.5M
VCSHVanguard Scottsdale Fds	1.3%	1.4%	170,927	-3.7%	$13.2M
VEAVanguard Ftse Developed Markets Index Fu	1.3%	1.3%	184,403	+1.5%	$13.0M
VTVVanguard Index Fds	1.3%	1.3%	59,833	+1.2%	$12.9M
SUBIshares Tr	1.2%	1.2%	116,091	-0.8%	$12.1M
USHYiShares Broad USD High Yield Corporate B	1.2%	1.3%	335,076	-1.9%	$12.0M
GLDSpdr Gold Tr	1.1%	1.0%	30,267	+15.7%	$11.5M
LMBSFirst Tr Exchange-Traded Fd	1.1%	1.1%	232,966	+6.2%	$11.3M
EFAIshares Tr	1.1%	1.1%	106,828	+2.9%	$11.1M
ITOTIshares Tr	1.1%	1.1%	65,467	-0.0%	$10.9M
JPMJpmorgan Chase & Co	1.0%	1.0%	30,735	-0.5%	$10.2M
VOVanguard Index Fds	1.0%	1.0%	122,069	-0.3%	$9.6M
GOOGAlphabet Inc	0.9%	1.1%	27,949	-8.6%	$9.5M
LLYEli Lilly & Co	0.9%	0.9%	7,609	+0.5%	$8.8M
EEMIshares Tr	0.9%	0.8%	128,470	+5.7%	$8.6M
MUMicron Technology Inc	0.8%	0.9%	7,932	+3.8%	$8.4M
MDYState Str Spdr S&p Midcap 40	0.7%	0.9%	11,389	-10.4%	$7.5M
METAMeta Platforms Inc	0.7%	0.6%	10,308	-7.2%	$7.5M
AVEMAmerican Centy ETF Tr	0.7%	0.8%	78,367	+0.0%	$7.4M
BNDVanguard Bd Index Fds	0.7%	0.8%	103,185	-7.5%	$7.2M
VBVanguard Index Fds	0.7%	0.7%	24,689	-0.2%	$7.0M
COSTCostco Wholesale Corporation	0.7%	0.7%	7,380	-0.4%	$6.7M
AGGIshares Tr	0.7%	0.6%	69,761	+8.1%	$6.6M
VVisa Inc	0.6%	0.6%	15,997	-1.1%	$5.7M
AVGOBroadcom Inc	0.5%	0.6%	15,562	+1.6%	$5.5M
AVDEAvantis International Equity ETF	0.4%	0.4%	49,137	+1.3%	$4.4M
AMDAdvanced Micro Devices Inc	0.4%	0.4%	7,086	+4.9%	$4.3M
BACBank of Amer Corp	0.4%	0.4%	76,931	-0.1%	$4.2M
ABBVAbbvie Inc	0.4%	—	15,465	—	$4.0M
VTIVanguard Index Fds	0.4%	—	10,586	—	$4.0M
CVXChevron Corporation	0.4%	—	18,982	—	$3.9M
VNQVanguard Index Fds	0.4%	—	40,946	—	$3.7M

What Grove Bank & Trust bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

VDE Vanguard World Fd+113.3% shares
XLE Select Sector Spdr Tr+102.2% shares
IAU Ishares Gold Tr+16.5% shares
GLD Spdr Gold Tr+15.7% shares
AGG Ishares Tr+8.1% shares
MSFT Microsoft Corp+6.6% shares
LMBS First Tr Exchange-Traded Fd+6.2% shares
EEM Ishares Tr+5.7% shares

Reduced

VGSH Vanguard Scottsdale Fds-22.7% shares
MDY State Str Spdr S&p Midcap 40-10.4% shares
GOOG Alphabet Inc-8.6% shares
BND Vanguard Bd Index Fds-7.5% shares
META Meta Platforms Inc-7.2% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.6% /yr; S&P 500 +20.1%
3 years: +16.2% /yr; S&P 500 +20.4%
5 years: +8.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.0B	932
Q2 2026	$1.0B	886
Q1 2026	$884.4M	856
Q4 2025	$889.0M	856
Q3 2025	$854.8M	829
Q2 2025	$801.8M	852
Q1 2025	$748.2M	846
Q4 2024	$720.5M	787
Q3 2024	$677.0M	735
Q2 2024	$623.0M	555
Q1 2024	$593.7M	572
Q4 2023	$543.5M	587

Questions about Grove Bank & Trust's portfolio

What stocks does Grove Bank & Trust own?

Grove Bank & Trust's latest 13F, for Q3 2026 and filed Oct 8, 2026, lists 932 positions worth $1.0B. The largest are Vanguard Index Fds (VOO) at 9.3%, Apple Inc (AAPL) at 5.5%, Ishares Tr (IJH) at 4.3%, Ishares Tr (IJR) at 3.7% and Ishares Tr (IEFA) at 3.7%.

What did Grove Bank & Trust buy last quarter?

In Q3 2026, Grove Bank & Trust added Vanguard World Fd (VDE) (+113.3% shares), Select Sector Spdr Tr (XLE) (+102.2% shares) and Ishares Gold Tr (IAU) (+16.5% shares), compared with its Q2 2026 filing.

What did Grove Bank & Trust sell last quarter?

In Q3 2026, Grove Bank & Trust cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Applied Matls Inc (AMAT), cut from its top 50 Tesla Inc (TSLA), cut from its top 50 Independence Rlty Tr Inc (IRT), Vanguard Scottsdale Fds (VGSH) (-22.7% shares), State Str Spdr S&p Midcap 40 (MDY) (-10.4% shares) and Alphabet Inc (GOOG) (-8.6% shares), compared with its Q2 2026 filing.

How has Grove Bank & Trust's portfolio performed?

A portfolio copying Grove Bank & Trust's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.6% against +20.1%. Over 5 years: +8.3% a year against +11.6%.

When is Grove Bank & Trust's next 13F filing due?

13F filings are due 45 days after each quarter ends. Grove Bank & Trust's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.