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Grove Bank & Trust’s XP XP Stock Holding History

Grove Bank & Trust’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$29K Sell
1,380
-4
-0.3% -$71 ﹤0.01% 519
2026
Q2 		$22.5K Sell
1,384
-45
-3% -$802 ﹤0.01% 543
2026
Q1 		$27.2K Sell
1,429
-9
-0.6% -$174 ﹤0.01% 500
2025
Q4 		$23.5K Sell
1,438
-66
-4% -$1.16K ﹤0.01% 522
2025
Q3 		$28.3K Sell
1,504
-340
-18% -$6.1K ﹤0.01% 499
2025
Q2 		$37.2K Sell
1,844
-3
-0.2% -$52 ﹤0.01% 452
2025
Q1 		$25.4K Sell
1,847
-132
-7% -$1.82K ﹤0.01% 491
2024
Q4 		$23.5K Sell
1,979
-107
-5% -$1.68K ﹤0.01% 449
2024
Q3 		$37.4K Buy
2,086
+180
+9% +$3.28K 0.01% 385
2024
Q2 		$33.5K Sell
1,906
-288
-13% -$5.95K 0.01% 384
2024
Q1 		$56.3K Buy
2,194
+39
+2% +$978 0.01% 360
2023
Q4 		$56.2K Sell
2,155
-11
-0.5% -$251 0.01% 343
2023
Q3 		$49.9K Sell
2,166
-108
-5% -$2.71K 0.01% 363
2023
Q2 		$53.3K Sell
2,274
-16
-0.7% -$271 0.01% 359
2023
Q1 		$27.2K Buy
2,290
+93
+4% +$1.32K 0.01% 435
2022
Q4 		$34K Buy
+2,197
New +$38.4K 0.01% 412

Other funds holding XP

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Grove Bank & Trust reduced its XP (XP) stake by 0.29% in Q3 2026, selling an estimated $71 and leaving 1,380 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Grove Bank & Trust first reported a position in XP in Q4 2022 and has held it in 16 quarters since. The position peaked at $56.3K in Q1 2024. 7 funds tracked by Wall St. Rank hold XP as of Q3 2026.

  • Grove Bank & Trust held 1,380 shares of XP worth $29K as of Q3 2026.
  • Grove Bank & Trust sold 4 XP shares in Q3 2026, an estimated $71.
  • XP made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #519 holding.
  • Grove Bank & Trust first reported a position in XP in Q4 2022 and has held it in 16 quarters since.
  • Grove Bank & Trust's XP position peaked at $56.3K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held XP as of Q3 2026.

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