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Grove Bank & Trust’s Factset FDS Stock Holding History

Grove Bank & Trust’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$135K Sell
501
-289
-37% -$79.5K 0.01% 317
2026
Q2 		$182K Sell
790
-45
-5% -$10.3K 0.02% 279
2026
Q1 		$181K Buy
835
+210
+34% +$49K 0.02% 271
2025
Q4 		$181K Buy
+625
New +$175K 0.02% 269
2025
Q3 		– Sell
-7
Closed -$3.13K – 854
2025
Q2 		$3.13K Hold
7
– – ﹤0.01% 749
2025
Q1 		$3.18K Buy
+7
New +$3.19K ﹤0.01% 729
2023
Q2 		– Sell
-5
Closed -$2.08K – 669
2023
Q1 		$2.08K Hold
5
– – ﹤0.01% 644
2022
Q4 		$2K Buy
+5
New +$2.13K ﹤0.01% 569

Other funds holding FDS

DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

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

Grove Bank & Trust reduced its Factset (FDS) stake by 37% in Q3 2026, selling an estimated $79.5K and leaving 501 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #317.

Grove Bank & Trust first reported a position in FDS in Q4 2022 and has held it in 8 quarters since. The position peaked at $182K in Q2 2026. 29 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

  • Grove Bank & Trust held 501 shares of Factset worth $135K as of Q3 2026.
  • Grove Bank & Trust sold 289 Factset shares in Q3 2026, an estimated $79.5K.
  • Factset made up 0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #317 holding.
  • Grove Bank & Trust first reported a position in Factset in Q4 2022 and has held it in 8 quarters since.
  • Grove Bank & Trust's Factset position peaked at $182K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held Factset as of Q3 2026.

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