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Grove Bank & Trust’s Interactive Brokers IBKR Stock Holding History

Grove Bank & Trust’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$261 Buy
+3
New +$250 ﹤0.01% 870
2026
Q1 		– Sell
-50
Closed -$3.22K – 873
2025
Q4 		$3.22K Hold
50
– – ﹤0.01% 768
2025
Q3 		$3.44K Buy
50
+10
+25% +$629 ﹤0.01% 747
2025
Q2 		$2.22K Buy
+40
New +$1.9K ﹤0.01% 783

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Grove Bank & Trust's IBKR Position: Q2 2026 in Review

Grove Bank & Trust opened a new position in Interactive Brokers (IBKR) in Q2 2026: 3 shares worth $261. The stake represents ﹤0.01% of the portfolio and ranks #870 among its holdings. This is a return to the name: Grove Bank & Trust previously reported a position in IBKR as recently as Q4 2025.

Grove Bank & Trust first reported a position in IBKR in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.44K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Grove Bank & Trust held 3 shares of Interactive Brokers worth $261 as of Q2 2026.
  • Interactive Brokers was a new Grove Bank & Trust position in Q2 2026.
  • Interactive Brokers made up ﹤0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #870 holding.
  • Grove Bank & Trust first reported a position in Interactive Brokers in Q2 2025 and has held it in 4 quarters since.
  • Grove Bank & Trust's Interactive Brokers position peaked at $3.44K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.