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David Seiglie

Grove Bank & Trust

Assets Managed
$1.008B
Holdings
886
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
14%(2Q avg: 6.74%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Grove Bank & Trust's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 886 positions.

Assets under management

The assets under management (AUM) of Grove Bank & Trust over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.008B in assets, with a quarterly growth rate of 14% and a 2-quarter average growth rate of 6.74%. The portfolio is managed by David Seiglie, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 11.52%
9.44%
$95.121M
138,497 shares@ $686.81 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.63%
4.76%
$47.972M
165,787 shares@ $289.36 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.71%
4.65%
$46.792M
606,822 shares@ $77.11 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 2.22%
4.17%
$41.942M
282,798 shares@ $148.32 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 12.79%
3.61%
$36.355M
376,422 shares@ $96.59 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 90.44%
3.39%
$34.157M
586,889 shares@ $58.21 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.11%
3.28%
$33.004M
44,070 shares@ $748.89 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 5.48%
3.23%
$32.477M
392,048 shares@ $82.84 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.91%
2.27%
$22.857M
114,233 shares@ $200.1 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 4.66%
1.69%
$16.999M
22,763 shares@ $746.77 avg price

1-10 of 886