Greenfield Savings Bank Q2 Portfolio Shifts: Focus on Tech, Healthcare with New ETF Positions
Greenfield Savings Bank's portfolio saw significant changes in Q2 2026, marked by notable purchases of LRCX and GLW alongside strategic reductions in holdings like NVDA.
As of June 30th, 2026, Greenfield Savings Bank has finalized its investment activities for the second quarter. The bank's portfolio now includes a total value of $262,939,412 across various assets.
Prominent Purchases in Q2
Greenfield Savings Bank demonstrated active buying during this period, establishing new positions or increasing existing ones significantly. Notable acquisitions include:
- LRCX, where the bank increased its holdings by a full 969 shares, representing an entirely new position or substantial growth.
- GLW (Corning Inc.), purchased in this quarter with no prior holding indicated, making it a brand-new addition to the portfolio.
- VO (Vanguard Index Funds), significantly boosted by adding 2673 shares.
- ESGU, acquired entirely new with a purchase of 1400 shares, constituting a fresh position in the bank's portfolio.
- T (AT&T) was also added or increased substantially by Greenfield Savings Bank during this quarter.
Strategic Reductions and Sector Shifts
In contrast to these purchases, the bank reduced its stake in several companies:
- NVDA saw a decrease of -$1089M (3.04%), impacting its allocation.
- BMY (Bristol Myers Squibb) experienced a reduction of -$579M (-1.73%) in this quarter.
- UNH was reduced by -$778M (-10.9%), indicating a significant sell-off or decrease.
- CVS (CVS Health) also saw its stake decreased by -$806M (-8.69%) during Q2.
The portfolio's holdings count increased to 147, reflecting diversification efforts or adjustments across various sectors this quarter.
Overall Portfolio Context and Top Holdings
Despite these changes, the core structure of Greenfield Savings Bank's investments remains relatively stable. The Technology sector continues to be a significant part of their portfolio allocation at 24.4%, followed by Healthcare (7.85%) and Financial Services (12.7%).
The top individual holdings by value are still concentrated in large-cap stocks, with AAPL leading at $18,685,422 (7.09%), closely followed by JPM ($7,662,141 or 2.91%) and MSFT ($9,787,299 or 3.71%). These three companies alone account for nearly half of the portfolio's value.
The bank also maintains substantial allocations to broad-based index funds and ETFs like VEA, contributing $208,905 (0.08%) with a 100% increase in shares this quarter.