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Grove Bank & Trust’s Broadridge BR Stock Holding History

Grove Bank & Trust’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$806 Hold
5
– – ﹤0.01% 887
2026
Q2 		$685 Sell
5
-10
-67% -$1.51K ﹤0.01% 850
2026
Q1 		$2.44K Hold
15
– – ﹤0.01% 774
2025
Q4 		$3.35K Hold
15
– – ﹤0.01% 764
2025
Q3 		$3.57K Hold
15
– – ﹤0.01% 744
2025
Q2 		$3.65K Buy
+15
New +$3.56K ﹤0.01% 737
2024
Q1 		– Sell
-50
Closed -$10.3K – 575
2023
Q4 		$10.3K Hold
50
– – ﹤0.01% 487
2023
Q3 		$8.95K Buy
+50
New +$8.86K ﹤0.01% 534
2018
Q1 		– Sell
-406
Closed -$37K – 194
2017
Q4 		$37K Sell
406
-30
-7% -$2.62K 0.02% 321
2017
Q3 		$35K Sell
436
-28
-6% -$2.16K 0.02% 334
2017
Q2 		$35K Buy
464
+58
+14% +$4.19K 0.02% 296
2017
Q1 		$28K Buy
406
+51
+14% +$3.46K 0.02% 263
2016
Q4 		$24K Buy
355
+170
+92% +$11.1K 0.02% 300
2016
Q3 		$13K Buy
+185
New +$12.6K 0.01% 203

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

Grove Bank & Trust held its Broadridge (BR) position steady in Q3 2026 at 5 shares worth $806. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Grove Bank & Trust first reported a position in BR in Q3 2016 and has held it in 14 quarters since. The position peaked at $37K in Q4 2017. 58 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • Grove Bank & Trust held 5 shares of Broadridge worth $806 as of Q3 2026.
  • Grove Bank & Trust left its Broadridge share count unchanged in Q3 2026.
  • Broadridge made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #887 holding.
  • Grove Bank & Trust first reported a position in Broadridge in Q3 2016 and has held it in 14 quarters since.
  • Grove Bank & Trust's Broadridge position peaked at $37K in Q4 2017.
  • 58 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

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