Greenfield Savings Bank

Q3 2026 13F-HR Holdings

Location
Greenfield, MA
Holdings as of
9/30/2026
Date filed
10/7/2026
Form type
13F-HR
Num holdings
147
Total value ($000)
$264,394
Net value change ($000)
+739 (0.3%)
New positions
7
Sold out positions
8
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
MSFT 3,730 38.1%
EXXONMOBIL HOLDINGS CORP 3,504 NEW
AAPL 2,621 14.0%
META 1,002 28.9%
VLO 926 48.1%
NVDA 866 12.4%
HONEYWELL INTL INC 658 NEW
ONEOK INC NEW 617 NEW
PG 505 27.6%
CVX 471 25.0%
Top Reduces (Value $000, Stocks/ETFs)
XOM -2,976 -100.0%
AMAT -2,254 -29.3%
CAT -1,589 -23.5%
HD -732 -21.0%
HONEYWELL AEROSPACE INC -716 -100.0%
OKE -626 -100.0%
IJR -509 -8.5%
NEE -490 -15.8%
AXP -471 -10.9%
IJH -457 -6.9%
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