Greenfield Savings Bank

Q1 2026 13F-HR Holdings

Location
Greenfield, MA
Holdings as of
3/31/2026
Date filed
4/16/2026
Form type
13F-HR
Num holdings
143
Total value ($000)
$234,463
Net value change ($000)
-3,272 (-1.4%)
New positions
4
Sold out positions
2
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
XOM 1,074 40.9%
AMAT 883 31.7%
CAT 813 21.6%
COST 674 15.7%
CVX 672 40.0%
VLO 631 52.1%
LMT 552 25.1%
NEE 428 15.0%
JNJ 362 17.1%
COP 361 41.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,977 -23.4%
AAPL -1,215 -6.9%
AXP -875 -18.4%
GOOGL -749 -9.3%
JPM -656 -8.7%
AMZN -575 -10.2%
MA -553 -12.8%
META -500 -12.4%
RSP -470 -52.0%
PGR -455 -10.9%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type