Greenfield Savings Bank

Q4 2025 13F-HR Holdings

Location
Greenfield, MA
Holdings as of
12/31/2025
Date filed
2/2/2026
Form type
13F-HR
Num holdings
141
Total value ($000)
$237,735
Net value change ($000)
+703 (0.3%)
New positions
0
Sold out positions
8
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/6/2025 Next filing: 4/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 1,731 27.5%
GOOGL 1,064 25.7%
AAPL 886 5.3%
CAT 600 19.0%
AMAT 507 22.3%
EFA 459 16.7%
AXP 427 9.9%
STLD 376 20.8%
CSCO 345 14.6%
BMY 334 23.0%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,118 -8.1%
HD -906 -20.1%
COST -709 -14.2%
ORCL -691 -29.0%
IBTG -476 -100.0%
META -462 -10.3%
IBTJ -425 -100.0%
IBTH -295 -100.0%
PGR -254 -5.7%
IBDS -230 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type