Grove Bank & Trust

Bank

Position in XP — XP Inc.

CIK 1662212 Miami, FL

Position in XP

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$22,503

-$4,705 QoQ

Shares Held

1,384

-3.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#266

of 318 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Grove Bank & Trust holds $2,712,342 across 9 Capital Markets names. XP ranks #4 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	7,416	$1,550,240
2	GS	Goldman Sachs Group Inc	829	$838,425
3	SCHW	Schwab Charles Corp	2,685	$247,744
4	XP	XP Inc. This page	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

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,503	1,384	-3.1%	Shares	Sole	2026-07-07
2026-03-31	$27,208	1,429	-0.6%	Shares	Sole	2026-04-08
2025-12-31	$23,540	1,438	-4.4%	Shares	Sole	2026-01-08
2025-09-30	$28,260	1,504	-18.4%	Shares	Sole	2025-10-06
2025-06-30	$37,248	1,844	-0.2%	Shares	Sole	2025-07-11
2025-03-31	$25,396	1,847	-6.7%	Shares	Sole	2025-04-17
2024-12-31	$23,451	1,979	-5.1%	Shares	Sole	2025-01-16
2024-09-30	$37,422	2,086	+9.4%	Shares	Sole	2024-10-11
2024-06-30	$33,526	1,906	-13.1%	Shares	Sole	2024-07-24
2024-03-31	$56,298	2,194	+1.8%	Shares	Sole	2024-04-30
2023-12-31	$56,180	2,155	-0.5%	Shares	Sole	2024-01-30
2023-09-30	$49,926	2,166	-4.7%	Shares	Sole	2023-10-30
2023-06-30	$53,348	2,274	-0.7%	Shares	Sole	2023-07-27
2023-03-31	$27,182	2,290	+4.2%	Shares	Sole	2023-05-10
2022-12-31	$33,701	2,197	—	Shares	Sole	2023-02-03
No filing history on record for this holder in this stock.