Q2 2026 13F · SEC CIK 1662212

Grove Bank & Trust

Bank & trustFiled 2026-07-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.0B
Reported positions: 886
Top holdings a year, 3 yrs: +16.2%
Average holding period: 8.3 yrs

Grove Bank & Trust is a bank & trust that reported 886 positions worth $1.0B in its Q2 2026 13F, filed 2026-07-07. Its largest holdings were Vanguard S&p 500 ETF (VOO, 9.4%), Apple Inc (AAPL, 4.8%), Ishares Tr (IJH, 4.6%). 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 886 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 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	Q1 2026	Shares	Share change	Reported value
VOOVanguard S&p 500 ETF	9.4%	8.4%	138,497	+11.5%	$95.1M
AAPLApple Inc	4.8%	4.6%	165,787	+2.6%	$48.0M
IJHIshares Tr	4.6%	4.6%	606,822	+0.7%	$46.8M
IJRIshares Core S&p Small Cap ETF	4.2%	3.9%	282,798	+2.2%	$41.9M
IEFAIshares Core Msci Eafe ETF	3.6%	3.4%	376,422	+12.8%	$36.4M
VGSHVanguard Short-Term Treasury ETF Total	3.4%	2.0%	586,889	+90.4%	$34.2M
IVVIshares Core S&p 500 ETF	3.3%	3.3%	44,070	-1.1%	$33.0M
IEMGIshares	3.2%	2.9%	392,048	+5.5%	$32.5M
NVDANvidia Corporation Com	2.3%	2.2%	114,233	+1.9%	$22.9M
SPYSpdr S&p 500 ETF Tr	1.7%	1.6%	22,763	+4.7%	$17.0M
IWFIshares Russell 1000 Growth ETF	1.7%	1.6%	135,074	+303.7%	$16.8M
GOOGLAlphabet Inc	1.6%	1.4%	44,267	+3.4%	$15.8M
VTEBVanguard Tx Ex Bd	1.5%	1.6%	290,478	+0.3%	$14.7M
AMZNAmazon Com Inc Com	1.4%	1.4%	61,018	+5.1%	$14.5M
VCSHVanguard Scottsdale Fds	1.4%	1.5%	177,534	+4.8%	$14.0M
MSFTMicrosoft Corp	1.4%	1.5%	37,203	+6.8%	$13.9M
VWOVanguard Intl Equity Index F	1.3%	1.2%	227,564	+17.5%	$13.6M
VEAVanguard Tax-Managed Fds	1.3%	1.2%	181,706	+6.9%	$12.9M
VTVVanguard Value ETF	1.3%	1.3%	59,101	+4.3%	$12.9M
USHYIshares Tr	1.3%	1.4%	341,672	+3.1%	$12.6M
SUBIshares Tr	1.2%	1.4%	116,994	+1.4%	$12.5M
IAUIshares Gold Trust	1.2%	1.5%	156,618	+6.9%	$11.8M
LMBSFirst Tr Exchange-Traded Fd	1.1%	1.2%	219,414	+5.3%	$10.9M
GOOGAlphabet Inc	1.1%	0.9%	30,582	+13.3%	$10.8M
EFAiShs MSCI EAFE	1.1%	1.1%	103,773	+2.6%	$10.8M
ITOTIshares Total US Stock Market ETF	1.1%	1.1%	65,477	-0.1%	$10.8M
JPMJpmorgan Chase & Co	1.0%	1.0%	30,891	+1.7%	$10.1M
VOVanguard Index Fds	1.0%	0.8%	122,447	+399.6%	$9.9M
GLDSpdr Gold Shares	1.0%	1.2%	26,171	+9.4%	$9.6M
LLYLilly Eli & Co	0.9%	0.8%	7,571	-0.6%	$9.1M
MDYState Street Spdr S&p Midcap 400 ETF Tru	0.9%	0.8%	12,709	+4.3%	$8.9M
MUMicron Technology Inc	0.9%	—	7,643	—	$8.8M
EEMIshares	0.8%	0.7%	121,544	+9.1%	$8.3M
BNDVanguard Total Bond Market ETF	0.8%	0.9%	111,521	+4.9%	$8.2M
XOMExxon Mobil Corp	0.8%	1.2%	59,044	-3.3%	$8.1M
AVEMAmerican Centy ETF Tr	0.8%	0.7%	78,354	+1.5%	$7.6M
VBVanguard Indx Fd	0.7%	0.7%	24,750	+4.6%	$7.5M
COSTCostco Whsl Corp New	0.7%	0.8%	7,406	+7.3%	$6.9M
XLEState Street Energy Select Sector Spdr E	0.7%	1.7%	129,408	-47.6%	$6.9M
AGGIshares Tr	0.6%	0.7%	64,508	+1.7%	$6.4M
METAMeta Platforms Inc Class A	0.6%	0.7%	11,111	+1.5%	$6.3M
AVGOBroadcom Inc	0.6%	0.5%	15,320	+1.1%	$5.8M
VVisa Inc Com Cl A	0.6%	0.6%	16,173	-1.9%	$5.5M
VDEVanguard World Fd	0.5%	1.5%	36,816	-52.1%	$5.5M
AMATApplied Matls Inc	0.5%	—	6,665	—	$4.8M
TSLATesla Inc Com	0.5%	0.5%	11,297	-1.3%	$4.8M
BACBank of Amer Corp	0.4%	0.4%	77,031	+0.6%	$4.4M
AVDEAvantis International Equity ETF	0.4%	0.5%	48,488	-11.9%	$4.3M
IRTIndependence Rlty Tr Inc	0.4%	0.4%	236,740	+0.0%	$4.0M
AMDAdvanced Micro Devices Inc	0.4%	—	6,757	—	$3.9M

What Grove Bank & Trust bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VO Vanguard Index Fds+399.6% shares
IWF Ishares Russell 1000 Growth ETF+303.7% shares
VGSH Vanguard Short-Term Treasury ETF Total+90.4% shares
VWO Vanguard Intl Equity Index F+17.5% shares
GOOG Alphabet Inc+13.3% shares
IEFA Ishares Core Msci Eafe ETF+12.8% shares
VOO Vanguard S&p 500 ETF+11.5% shares
GLD Spdr Gold Shares+9.4% shares

Reduced

VDE Vanguard World Fd-52.1% shares
XLE State Street Energy Select Sector Spdr E-47.6% shares
AVDE Avantis International Equity ETF-11.9% shares

Left the top 50

Share counts compared with the Q1 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 and rebuilt each quarter on the day the filing became public. 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
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
Q3 2023	$490.6M	738

Questions about Grove Bank & Trust's portfolio

What stocks does Grove Bank & Trust own?

Grove Bank & Trust's latest 13F, for Q2 2026 and filed Jul 7, 2026, lists 886 positions worth $1.0B. The largest are Vanguard S&p 500 ETF (VOO) at 9.4%, Apple Inc (AAPL) at 4.8%, Ishares Tr (IJH) at 4.6%, Ishares Core S&p Small Cap ETF (IJR) at 4.2% and Ishares Core Msci Eafe ETF (IEFA) at 3.6%.

What did Grove Bank & Trust buy last quarter?

In Q2 2026, Grove Bank & Trust added Vanguard Index Fds (VO) (+399.6% shares), Ishares Russell 1000 Growth ETF (IWF) (+303.7% shares) and Vanguard Short-Term Treasury ETF Total (VGSH) (+90.4% shares), compared with its Q1 2026 filing.

What did Grove Bank & Trust sell last quarter?

In Q2 2026, Grove Bank & Trust cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Autonation Inc (AN), cut from its top 50 Vanguard Real Estate ETF (VNQ), Vanguard World Fd (VDE) (-52.1% shares), State Street Energy Select Sector Spdr E (XLE) (-47.6% shares) and Avantis International Equity ETF (AVDE) (-11.9% shares), compared with its Q1 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 Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.