Position in GS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$838,425
+$137,100 QoQ
Shares Held
829
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,855
of 3,124 holders
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Grove Bank & Trust holds $2,712,342 across 9 Capital Markets names. GS ranks #2 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
7,416 | $1,550,240 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
829 | $838,425 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,685 | $247,744 | |
| 4 | XP |
XP Inc.
|
1,384 | $22,503 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
200 | $20,056 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
278 | $17,411 | |
| 7 | IREN |
IREN Ltd
|
197 | $9,008 | |
| 8 | FIGR |
Figure Technology Solutions, Inc.
|
218 | $6,694 |
All Filings in GS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $838,425 | 829 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $701,325 | 829 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $777,915 | 885 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $670,526 | 842 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $591,679 | 836 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $859,314 | 1,573 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $901,876 | 1,575 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $872,383 | 1,762 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $982,439 | 2,172 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $801,547 | 1,919 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $245,735 | 637 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $204,819 | 633 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $162,560 | 504 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $167,807 | 513 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $176,153 | 513 | Shares | Sole | 2023-02-03 | |
| 2021-12-31 | $204,281 | 534 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $201,868 | 534 | Shares | Sole | 2021-10-28 | |
| No filing history on record for this holder in this stock. | ||||||