Grove Bank & Trust V VISA INC- CLASS A SHARES

Ownership history in Grove Bank & Trust  ·  42 quarters on record

AI Ownership Summary

Grove Bank & Trust reported VISA INC- CLASS A SHARES (V) in 42 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.88% in 2025 Q1. The latest visible filing shows V at 0.56% 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 V 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 VISA INC- CLASS A SHARES, 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

V was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.88% in 2025 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 V — position size vs. price
% of Fund (quarterly)    V 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 ADDED 16,492 +427 +2.7% 0.56% $5.0M 2026-04-08 $308.32
2025 Q4 ADDED 16,065 +460 +2.9% 0.63% $5.6M 2026-01-08 $350.78
2025 Q3 REDUCED 15.1% +4.1% 15,605 -2,783 -15.1% 0.62% $5.3M 2025-10-06 $347.15
2025 Q2 REDUCED 18,388 -453 -2.4% 0.81% $6.5M 2025-07-11 $345.20
2025 Q1 ADDED 18,841 +426 +2.3% 0.88% $6.6M 2025-04-17 $326.48
2024 Q4 ADDED 18,415 +726 +4.1% 0.81% $5.8M 2025-01-16 $313.71
2024 Q3 ADDED 17,689 +357 +2.1% 0.72% $4.9M 2024-10-11 $274.22
2024 Q2 ADDED 17,332 +609 +3.6% 0.73% $4.5M 2024-07-24 $250.36
2024 Q1 ADDED 16,723 +2,373 +16.5% 0.79% $4.7M 2024-04-30 $264.09
2023 Q4 ADDED 14,350 +438 +3.1% 0.69% $3.7M 2024-01-30 $271.98
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Grove Bank & Trust and V

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 V?

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

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

The largest reported portfolio weight for V was 0.88% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when Grove Bank & Trust reported 16,492 shares, equal to 0.56% of portfolio, with an estimated market value of $5.0M.

What does the chart on this V ownership page compare?

The chart compares Grove Bank & Trust's quarterly V 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.

How well did Grove Bank & Trust time their V position?

Based on 13F filing dates vs. subsequent V price moves, Grove Bank & Trust correctly timed 24 out of 39 reported position changes (62%). The annualised alpha on V relative to SPY over the holding period was +1.0%.

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