GBT
XYZ icon

Grove Bank & Trust’s Block Inc XYZ Stock Holding History

Grove Bank & Trust’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$221K Sell
2,999
-689
-19% -$54.8K 0.02% 257
2026
Q2 		$280K Sell
3,688
-235
-6% -$16.5K 0.03% 228
2026
Q1 		$236K Buy
3,923
+928
+31% +$56.4K 0.03% 240
2025
Q4 		$195K Buy
2,995
+2,957
+7,782% +$204K 0.02% 263
2025
Q3 		$2.75K Sell
38
-35
-48% -$2.62K ﹤0.01% 759
2025
Q2 		$4.96K Hold
73
– – ﹤0.01% 694
2025
Q1 		$3.97K Buy
73
+35
+92% +$2.61K ﹤0.01% 695
2024
Q4 		$3.23K Hold
38
– – ﹤0.01% 644
2024
Q3 		$2.55K Hold
38
– – ﹤0.01% 640
2024
Q2 		$2.45K Hold
38
– – ﹤0.01% 540
2024
Q1 		$3.21K Hold
38
– – ﹤0.01% 548
2023
Q4 		$2.94K Sell
38
-260
-87% -$14.7K ﹤0.01% 556
2023
Q3 		$13.2K Buy
298
+115
+63% +$7.12K ﹤0.01% 492
2023
Q2 		$12.2K Sell
183
-9
-5% -$562 ﹤0.01% 492
2023
Q1 		$13.2K Hold
192
– – ﹤0.01% 490
2022
Q4 		$12K Buy
+192
New +$11.8K ﹤0.01% 491

Other funds holding XYZ

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
JC
JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return

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

Grove Bank & Trust reduced its Block Inc (XYZ) stake by 19% in Q3 2026, selling an estimated $54.8K and leaving 2,999 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #257.

Grove Bank & Trust first reported a position in XYZ in Q4 2022 and has held it in 16 quarters since. The position peaked at $280K in Q2 2026. 35 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Grove Bank & Trust held 2,999 shares of Block Inc worth $221K as of Q3 2026.
  • Grove Bank & Trust sold 689 Block Inc shares in Q3 2026, an estimated $54.8K.
  • Block Inc made up 0.02% of Grove Bank & Trust's portfolio in Q3 2026, its #257 holding.
  • Grove Bank & Trust first reported a position in Block Inc in Q4 2022 and has held it in 16 quarters since.
  • Grove Bank & Trust's Block Inc position peaked at $280K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

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