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Greenfield Savings Bank’s Exelon EXC Stock Holding History

Greenfield Savings Bank’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$201K Sell
4,964
-186
-4% -$8.31K 0.08% 147
2026
Q2 		$240K Hold
5,150
– – 0.09% 136
2026
Q1 		$252K Hold
5,150
– – 0.11% 132
2025
Q4 		$224K Sell
5,150
-445
-8% -$20.3K 0.09% 135
2025
Q3 		$252K Buy
5,595
+187
+3% +$8.21K 0.11% 138
2025
Q2 		$235K Hold
5,408
– – 0.11% 137
2025
Q1 		$249K Sell
5,408
-66
-1% -$2.76K 0.12% 131
2024
Q4 		$206K Sell
5,474
-315
-5% -$12.2K 0.1% 145
2024
Q3 		$235K Sell
5,789
-1
-0% -$38 0.11% 136
2024
Q2 		$200K Sell
5,790
-21
-0.4% -$775 0.1% 147
2024
Q1 		$218K Sell
5,811
-50
-0.9% -$1.79K 0.11% 141
2023
Q4 		$210K Sell
5,861
-120
-2% -$4.62K 0.12% 140
2023
Q3 		$226K Sell
5,981
-315
-5% -$12.8K 0.14% 129
2023
Q2 		$256K Sell
6,296
-150
-2% -$6.2K 0.17% 111
2023
Q1 		$270K Sell
6,446
-516
-7% -$21.5K 0.18% 113
2022
Q4 		$301K Sell
6,962
-92
-1% -$3.63K 0.2% 110
2022
Q3 		$264K Hold
7,054
– – 0.19% 113
2022
Q2 		$320K Buy
+7,054
New +$332K 0.21% 108

Other funds holding EXC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return

Greenfield Savings Bank's EXC Position: Q3 2026 in Review

Greenfield Savings Bank reduced its Exelon (EXC) stake by 3.6% in Q3 2026, selling an estimated $8.31K and leaving 4,964 shares worth $201K. The position accounts for 0.08% of the portfolio, ranked #147.

Greenfield Savings Bank first reported a position in EXC in Q2 2022 and has held it in 18 quarters since. The position peaked at $320K in Q2 2022. 45 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Greenfield Savings Bank held 4,964 shares of Exelon worth $201K as of Q3 2026.
  • Greenfield Savings Bank sold 186 Exelon shares in Q3 2026, an estimated $8.31K.
  • Exelon made up 0.08% of Greenfield Savings Bank's portfolio in Q3 2026, its #147 holding.
  • Greenfield Savings Bank first reported a position in Exelon in Q2 2022 and has held it in 18 quarters since.
  • Greenfield Savings Bank's Exelon position peaked at $320K in Q2 2022.
  • 45 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Greenfield Savings Bank's 13F filing for Q3 2026, filed 7 Oct 2026.