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Grove Bank & Trust’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Grove Bank & Trust’s Portfolio GUNR Stock Details GUNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$50.2K Sell
951
-489
-34% -$26.2K 0.01% 445
2026
Q2 		$71K Sell
1,440
-142
-9% -$7.64K 0.01% 392
2026
Q1 		$87.3K Sell
1,582
-1,598
-50% -$83.4K 0.01% 358
2025
Q4 		$146K Buy
+3,180
New +$141K 0.02% 297
2025
Q3 		– Sell
-10,443
Closed -$419K – 858
2025
Q2 		$419K Buy
10,443
+931
+10% +$35.9K 0.05% 178
2025
Q1 		$369K Sell
9,512
-8,639
-48% -$330K 0.05% 181
2024
Q4 		$660K Buy
18,151
+6,788
+60% +$268K 0.09% 135
2024
Q3 		$469K Buy
+11,363
New +$456K 0.07% 158
2024
Q1 		– Sell
-310
Closed -$12.7K – 580
2023
Q4 		$12.7K Sell
310
-4,110
-93% -$164K ﹤0.01% 469
2023
Q3 		$179K Buy
4,420
+4,110
+1,326% +$169K 0.04% 225
2023
Q2 		$12.4K Sell
310
-3,447
-92% -$142K ﹤0.01% 488
2023
Q1 		$159K Buy
3,757
+1,389
+59% +$60.5K 0.03% 235
2022
Q4 		$103K Buy
+2,368
New +$100K 0.02% 282

Other funds holding GUNR

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

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

Grove Bank & Trust reduced its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 34% in Q3 2026, selling an estimated $26.2K and leaving 951 shares worth $50.2K. The position accounts for 0.01% of the portfolio, ranked #445.

Grove Bank & Trust first reported a position in GUNR in Q4 2022 and has held it in 13 quarters since. The position peaked at $660K in Q4 2024. 15 funds tracked by Wall St. Rank hold GUNR as of Q3 2026.

  • Grove Bank & Trust held 951 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $50.2K as of Q3 2026.
  • Grove Bank & Trust sold 489 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q3 2026, an estimated $26.2K.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #445 holding.
  • Grove Bank & Trust first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2022 and has held it in 13 quarters since.
  • Grove Bank & Trust's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $660K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q3 2026.

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