§ 13F · FUND PROFILE
Grove Bank & Trust.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $855M (13F)Positions · 953Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 116K | $70M | 7.9% | +2% |
| 2 | IJH | ISHARES TR | 589K | $40M | 4.5% | −13% |
| 3 | IJR | ISHARES TR | 268K | $33M | 3.8% | ±0% |
| 4 | IEFA | ISHARES TR | 310K | $28M | 3.2% | +3% |
| 5 | IVV | ISHARES TR | 43K | $28M | 3.2% | −3% |
| 6 | AAPL | APPLE INC | 99K | $25M | 2.8% | −2% |
| 7 | IEMG | ISHARES INC | 343K | $24M | 2.7% | +3% |
| 8 | NVDA | NVIDIA CORPORATION | 104K | $18M | 2.1% | −2% |
| 9 | VGSH | VANGUARD SCOTTSDALE FDS | 277K | $16M | 1.8% | +96206% |
| 10 | AAPL | APPLE INC | 63K | $16M | 1.8% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GROVE SIGNAL
AC read
Grove Bank & Trust is a Dealer / Bank fund managing $855 million in assets. The fund runs a broad portfolio of 953 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed