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Grove Bank & Trust’s Morningstar MORN Stock Holding History

Grove Bank & Trust’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$30K Hold
158
– – ﹤0.01% 516
2026
Q2 		$24.7K Buy
+158
New +$27.5K ﹤0.01% 533
2024
Q3 		– Sell
-100
Closed -$29.6K – 746
2024
Q2 		$29.6K Hold
100
– – ﹤0.01% 396
2024
Q1 		$30.8K Hold
100
– – 0.01% 409
2023
Q4 		$28.6K Hold
100
– – 0.01% 402
2023
Q3 		$23.4K Hold
100
– – ﹤0.01% 442
2023
Q2 		$19.6K Hold
100
– – ﹤0.01% 450
2023
Q1 		$20.3K Hold
100
– – ﹤0.01% 459
2022
Q4 		$22K Buy
+100
New +$22.8K ﹤0.01% 447

Other funds holding MORN

CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Grove Bank & Trust held its Morningstar (MORN) position steady in Q3 2026 at 158 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Grove Bank & Trust first reported a position in MORN in Q4 2022 and has held it in 9 quarters since. The position peaked at $30.8K in Q1 2024. 21 funds tracked by Wall St. Rank hold MORN as of Q3 2026.

  • Grove Bank & Trust held 158 shares of Morningstar worth $30K as of Q3 2026.
  • Grove Bank & Trust left its Morningstar share count unchanged in Q3 2026.
  • Morningstar made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #516 holding.
  • Grove Bank & Trust first reported a position in Morningstar in Q4 2022 and has held it in 9 quarters since.
  • Grove Bank & Trust's Morningstar position peaked at $30.8K in Q1 2024.
  • 21 funds tracked by Wall St. Rank held Morningstar as of Q3 2026.

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