Grove Bank & Trust XVV BlackRock Fund Advisors

Ownership history in Grove Bank & Trust  ·  14 quarters on record

AI Ownership Summary

Grove Bank & Trust reported BlackRock Fund Advisors (XVV) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2024 Q1. The latest visible filing shows XVV at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Grove Bank & Trust's position in BlackRock Fund Advisors, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XVV was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Grove Bank & Trust held XVV — position size vs. price
% of Fund (quarterly)    XVV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 3,863 0% 0.02% $190K 2026-04-08 $51.37
2025 Q4 UNCHANGED 3,863 0% 0.02% $204K 2026-01-08 $53.15
2025 Q3 UNCHANGED 3,863 0% 0.02% $199K 2025-10-06 $51.55
2025 Q2 UNCHANGED 3,863 0% 0.02% $184K 2025-07-11 $47.80
2025 Q1 UNCHANGED 3,863 0% 0.02% $165K 2025-04-17 $39.90
2024 Q4 UNCHANGED 3,863 0% 0.02% $175K 2025-01-16 $45.29
2024 Q3 UNCHANGED 3,863 0% 0.03% $171K 2024-10-11 $44.11
2024 Q2 UNCHANGED 3,863 0% 0.03% $162K 2024-07-24 $41.02
2024 Q1 UNCHANGED 3,863 0% 0.03% $156K 2024-04-30 $37.85
2023 Q4 UNCHANGED 3,863 0% 0.03% $141K 2024-01-30 $36.99
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Grove Bank & Trust and XVV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Grove Bank & Trust reported owning XVV?

Grove Bank & Trust reported XVV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported XVV position in Grove Bank & Trust's portfolio?

The largest reported portfolio weight for XVV was 0.03% in 2024 Q1.

What is the latest reported XVV position on this page?

The most recent filing on this page is 2026 Q1, when Grove Bank & Trust reported 3,863 shares, equal to 0.02% of portfolio, with an estimated market value of $190K.

What does the chart on this XVV ownership page compare?

The chart compares Grove Bank & Trust's quarterly XVV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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