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Grove Bank & Trust’s Brookfield Asset Management BAM Stock Holding History

Grove Bank & Trust’s Portfolio BAM Stock Details BAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.06K Buy
+91
New +$4.44K ﹤0.01% 764
2024
Q4 		– Sell
-67
Closed -$3.17K – 794
2024
Q3 		$3.17K Buy
+67
New +$2.81K ﹤0.01% 605

Other funds holding BAM

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Grove Bank & Trust's BAM Position: Q3 2026 in Review

Grove Bank & Trust opened a new position in Brookfield Asset Management (BAM) in Q3 2026: 91 shares worth $4.06K. The stake represents ﹤0.01% of the portfolio and ranks #764 among its holdings. This is a return to the name: Grove Bank & Trust previously reported a position in BAM as recently as Q3 2024.

Grove Bank & Trust first reported a position in BAM in Q3 2024 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold BAM as of Q3 2026.

  • Grove Bank & Trust held 91 shares of Brookfield Asset Management worth $4.06K as of Q3 2026.
  • Brookfield Asset Management was a new Grove Bank & Trust position in Q3 2026.
  • Brookfield Asset Management made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #764 holding.
  • Grove Bank & Trust first reported a position in Brookfield Asset Management in Q3 2024 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.