Grove Bank & Trust’s Grand Canyon Education LOPE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.87K	Hold	55	–	–	﹤0.01%	676
2026 Q1	$9.35K	Hold	55	–	–	﹤0.01%	634
2025 Q4	$9.15K	Hold	55	–	–	﹤0.01%	647
2025 Q3	$12.1K	Hold	55	–	–	﹤0.01%	584
2025 Q2	$10.4K	Sell	55 -1	-2%	-$185	﹤0.01%	602
2025 Q1	$9.69K	Buy	56 +53	+1,767%	+$9.2K	﹤0.01%	589
2024 Q4	$491	Buy	+3	New	+$460	﹤0.01%	738

Other funds holding LOPE

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return