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Grove Bank & Trust’s S&P Global SPGI Stock Holding History

Grove Bank & Trust’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$373K Buy
945
+14
+2% +$5.92K 0.04% 200
2026
Q2 		$379K Sell
931
-39
-4% -$16.5K 0.04% 194
2026
Q1 		$413K Sell
970
-87
-8% -$40.4K 0.05% 185
2025
Q4 		$552K Buy
1,057
+151
+17% +$74.7K 0.06% 159
2025
Q3 		$441K Buy
906
+12
+1% +$6.43K 0.05% 179
2025
Q2 		$471K Buy
894
+67
+8% +$33.4K 0.06% 173
2025
Q1 		$420K Hold
827
– – 0.06% 174
2024
Q4 		$412K Buy
827
+100
+14% +$50.7K 0.06% 162
2024
Q3 		$376K Buy
727
+52
+8% +$25.7K 0.06% 166
2024
Q2 		$301K Hold
675
– – 0.05% 173
2024
Q1 		$287K Hold
675
– – 0.05% 183
2023
Q4 		$297K Sell
675
-81
-11% -$32K 0.05% 183
2023
Q3 		$276K Buy
756
+102
+16% +$40.1K 0.06% 184
2023
Q2 		$262K Sell
654
-24
-4% -$8.77K 0.05% 188
2023
Q1 		$234K Buy
678
+41
+6% +$14.4K 0.05% 196
2022
Q4 		$213K Sell
637
-185
-23% -$61K 0.05% 208
2022
Q3 		$251K Sell
822
-5
-0.6% -$1.79K 0.06% 188
2022
Q2 		$279K Hold
827
– – 0.07% 181
2022
Q1 		$339K Buy
827
+169
+26% +$68.8K 0.07% 180
2021
Q4 		$311K Hold
658
– – 0.06% 195
2021
Q3 		$280K Sell
658
-85
-11% -$36.8K 0.06% 195
2021
Q2 		$305K Hold
743
– – 0.07% 180
2021
Q1 		$262K Sell
743
-53
-7% -$17.6K 0.06% 181
2020
Q4 		$262K Buy
796
+80
+11% +$27K 0.07% 173
2020
Q3 		$258K Sell
716
-27
-4% -$9.53K 0.08% 159
2020
Q2 		$245K Buy
+743
New +$223K 0.08% 156
2020
Q1 		– Sell
-749
Closed -$205K – 182
2019
Q4 		$205K Buy
+749
New +$195K 0.06% 180
2018
Q1 		– Sell
-204
Closed -$35K – 413
2017
Q4 		$35K Hold
204
– – 0.02% 333
2017
Q3 		$32K Buy
204
+115
+129% +$17.5K 0.02% 348
2017
Q2 		$13K Buy
89
+27
+44% +$3.75K 0.01% 437
2017
Q1 		$8K Hold
62
– – 0.01% 364
2016
Q4 		$7K Buy
+62
New +$7.41K 0.01% 413

Other funds holding SPGI

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

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

Grove Bank & Trust increased its S&P Global (SPGI) stake by 1.5% in Q3 2026, buying an estimated $5.92K and bringing the position to 945 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #200.

Grove Bank & Trust first reported a position in SPGI in Q4 2016 and has held it in 32 quarters since. The position peaked at $552K in Q4 2025. 90 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Grove Bank & Trust held 945 shares of S&P Global worth $373K as of Q3 2026.
  • Grove Bank & Trust bought 14 S&P Global shares in Q3 2026, an estimated $5.92K.
  • S&P Global made up 0.04% of Grove Bank & Trust's portfolio in Q3 2026, its #200 holding.
  • Grove Bank & Trust first reported a position in S&P Global in Q4 2016 and has held it in 32 quarters since.
  • Grove Bank & Trust's S&P Global position peaked at $552K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

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