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Grove Bank & Trust’s MSCI MSCI Stock Holding History

Grove Bank & Trust’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$208K Sell
386
-9
-2% -$5.15K 0.02% 264
2026
Q2 		$221K Sell
395
-726
-65% -$424K 0.02% 253
2026
Q1 		$604K Sell
1,121
-828
-42% -$467K 0.07% 148
2025
Q4 		$1.12M Sell
1,949
-1,612
-45% -$904K 0.13% 106
2025
Q3 		$2.02M Sell
3,561
-347
-9% -$196K 0.24% 71
2025
Q2 		$2.25M Sell
3,908
-136
-3% -$75.3K 0.28% 71
2025
Q1 		$2.29M Buy
4,044
+142
+4% +$82.5K 0.31% 65
2024
Q4 		$2.34M Buy
3,902
+123
+3% +$73.8K 0.33% 61
2024
Q3 		$2.2M Buy
3,779
+1,299
+52% +$704K 0.33% 61
2024
Q2 		$1.19M Buy
2,480
+2,415
+3,715% +$1.2M 0.19% 84
2024
Q1 		$36.4K Sell
65
-12
-16% -$6.75K 0.01% 396
2023
Q4 		$43.6K Sell
77
-38
-33% -$19.6K 0.01% 371
2023
Q3 		$59K Buy
115
+4
+4% +$2.1K 0.01% 340
2023
Q2 		$52.1K Sell
111
-8
-7% -$3.9K 0.01% 364
2023
Q1 		$66.6K Sell
119
-16
-12% -$8.46K 0.01% 340
2022
Q4 		$63K Sell
135
-454
-77% -$211K 0.01% 346
2022
Q3 		$248K Sell
589
-9
-2% -$4.12K 0.06% 189
2022
Q2 		$246K Sell
598
-303
-34% -$132K 0.06% 191
2022
Q1 		$453K Sell
901
-70
-7% -$36.3K 0.09% 154
2021
Q4 		$595K Buy
971
+71
+8% +$44.5K 0.11% 140
2021
Q3 		$548K Hold
900
– – 0.12% 142
2021
Q2 		$480K Sell
900
-2
-0.2% -$953 0.1% 146
2021
Q1 		$378K Sell
902
-204
-18% -$85.7K 0.09% 155
2020
Q4 		$494K Buy
1,106
+23
+2% +$9.02K 0.13% 131
2020
Q3 		$386K Buy
1,083
+108
+11% +$39.2K 0.12% 135
2020
Q2 		$325K Buy
+975
New +$315K 0.11% 145

Other funds holding MSCI

WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return
ECM
Ebert Capital Management Eureka, California $115M AUM 14.35% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

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

Grove Bank & Trust reduced its MSCI (MSCI) stake by 2.3% in Q3 2026, selling an estimated $5.15K and leaving 386 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #264.

Grove Bank & Trust first reported a position in MSCI in Q2 2020 and has held it in 26 quarters since. The position peaked at $2.34M in Q4 2024. 24 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Grove Bank & Trust held 386 shares of MSCI worth $208K as of Q3 2026.
  • Grove Bank & Trust sold 9 MSCI shares in Q3 2026, an estimated $5.15K.
  • MSCI made up 0.02% of Grove Bank & Trust's portfolio in Q3 2026, its #264 holding.
  • Grove Bank & Trust first reported a position in MSCI in Q2 2020 and has held it in 26 quarters since.
  • Grove Bank & Trust's MSCI position peaked at $2.34M in Q4 2024.
  • 24 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

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