Grove Bank & Trust

All 13F Filings

Location
Miami, FL
Most recent 13F
Q3 2026
Holdings value ($000)
1,005,552
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 10/8/2026 932 1,005,552 13F-HR Grove Bank & Trust
Q2 2026 7/7/2026 886 1,008,182 13F-HR Grove Bank & Trust
Q1 2026 4/8/2026 856 884,384 13F-HR Grove Bank & Trust
Q4 2025 1/8/2026 856 889,026 13F-HR Grove Bank & Trust
Q3 2025 10/6/2025 829 854,767 13F-HR Grove Bank & Trust
Q2 2025 7/11/2025 852 801,798 13F-HR Grove Bank & Trust
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 400.6 K 39.8% 0 1.237 K -1.237 K
ETFs 605 K 60.2% 0 1.399 K -1.399 K
Other 2 0.0% 0 0 0
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Fund Snapshot

Q3 2026
Latest filed
10/8/2026
Total value ($000)
1,005,552
Holdings
932
QoQ value change ($000)
-2,630 (-0.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.