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Grove Bank & Trust’s Workiva WK Stock Holding History

Grove Bank & Trust’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-62
Closed -$4.71K – 918
2025
Q1 		$4.71K Buy
62
+60
+3,000% +$5.67K ﹤0.01% 676
2024
Q4 		$219 Buy
+2
New +$184 ﹤0.01% 749
2023
Q4 		– Sell
-22
Closed -$2.23K – 721
2023
Q3 		$2.23K Buy
+22
New +$2.29K ﹤0.01% 639

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Grove Bank & Trust's WK Position: Q2 2025 in Review

Grove Bank & Trust sold out of Workiva (WK) in Q2 2025, closing a stake of 62 shares — an estimated $4.71K sold.

Grove Bank & Trust first reported a position in WK in Q3 2023 and held it in 3 quarters. The position peaked at $4.71K in Q1 2025. 312 funds tracked by Wall St. Rank hold WK as of Q2 2025.

  • Grove Bank & Trust reported no remaining Workiva position as of Q2 2025 after selling out during the quarter.
  • Grove Bank & Trust sold 62 Workiva shares in Q2 2025, an estimated $4.71K.
  • Grove Bank & Trust first reported a position in Workiva in Q3 2023 and held it in 3 quarters.
  • Grove Bank & Trust's Workiva position peaked at $4.71K in Q1 2025.
  • 312 funds tracked by Wall St. Rank held Workiva as of Q2 2025.

Based on Grove Bank & Trust's 13F filing for Q2 2025, filed 11 Jul 2025.