Grove Bank & Trust’s BHP BHP Stock Holding History

Grove Bank & Trust’s Portfolio BHP Stock Details BHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$71.3K	Sell	856 -1	-0.1%	-$83	0.01%	390
2026 Q1	$62.3K	Hold	857	–	–	0.01%	397
2025 Q4	$51.7K	Sell	857 -27	-3%	-$1.53K	0.01%	412
2025 Q3	$49.3K	Sell	884 -213	-19%	-$11.3K	0.01%	424
2025 Q2	$52.8K	Hold	1,097	–	–	0.01%	419
2025 Q1	$53.2K	Sell	1,097 -76	-6%	-$3.78K	0.01%	405
2024 Q4	$57.3K	Sell	1,173 -443	-27%	-$24.1K	0.01%	358
2024 Q3	$100K	Buy	1,616 +352	+28%	+$19.4K	0.01%	289
2024 Q2	$72.2K	Sell	1,264 -28	-2%	-$1.63K	0.01%	314
2024 Q1	$74.5K	Buy	1,292 +23	+2%	+$1.38K	0.01%	321
2023 Q4	$86.7K	Sell	1,269 -3	-0.2%	-$181	0.02%	292
2023 Q3	$72.4K	Sell	1,272 -566	-31%	-$33.1K	0.01%	320
2023 Q2	$110K	Sell	1,838 -67	-4%	-$4K	0.02%	281
2023 Q1	$121K	Buy	1,905 +55	+3%	+$3.55K	0.03%	270
2022 Q4	$115K	Buy	+1,850	New	+$104K	0.03%	270
2017 Q4	–	Sell	-28	Closed	-$1K	–	525
2017 Q3	$1K	Hold	28	–	–	﹤0.01%	565
2017 Q2	$1K	Hold	28	–	–	﹤0.01%	655
2017 Q1	$1K	Hold	28	–	–	﹤0.01%	528
2016 Q4	$1K	Buy	+28	New	+$906	﹤0.01%	568

Other funds holding BHP

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Shrier Wealth Management Los Angeles, California $296M AUM

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return