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Greenfield Savings Bank
Greenfield Savings Bank (GSB) is a state-chartered mutual savings bank headquartered in Greenfield, Massachusetts. Founded in 1869, GSB is wholly owned by GSB, MHC, a mutual holding company, and operates eight full-service branches throughout Franklin and Hampshire Counties. The bank offers traditional banking services, wealth management, insurance, and trust services, and is known for its strong community involvement. As of 2024, GSB employs approximately 160 people and serves individuals, families, and businesses in Western Massachusetts.
Investment Strategy
GSB's investment strategy primarily emphasizes secure residential lending, with 1-4 family and multi-family properties making up the majority of its loan portfolio. The bank also offers commercial loans, wealth management, trust services, and investment and insurance products through partners. Its approach is community-focused, prioritizing lending within its local assessment area and supporting community development through qualified investments and donations, particularly benefiting low- and moderate-income individuals. The bank’s wealth management arm provides personalized portfolio management, tailored to each client’s risk tolerance and financial objectives, as well as estate and trust services to facilitate long-term stability and legacy planning.
Latest 13F Filing Activity
Greenfield Savings Bank filed their most recent 13F report on Sep 30, 2025 disclosing 149 equity positions with a total 13F market value of $237M. The fund increased holdings in Apple Inc., Alphabet Inc., Alphabet Inc. among other positions. Greenfield Savings Bank reduced exposure to Elevance Health Inc. Formerly, Metlife Inc., United Parcel Service Inc. among others.
Top Holdings
Equity Positions (149)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 7.09% | $16.8M | 66,015 | $142.51 | $254.63 | +$3.2M |
M MSFT | MICROSOFT CORP | 5.85% | $13.9M | 26,755 | $263.13 | $517.95 | +$348.1K |
J JPM | JPMORGAN CHASE & CO. | 3.15% | $7.5M | 23,702 | $146.21 | $315.43 | +$474.4K |
N NVDA | NVIDIA CORPORATION | 2.86% | $6.8M | 36,352 | $36.60 | $186.58 | +$937.7K |
G GOOG | ALPHABET INC | 2.66% | $6.3M | 25,873 | $115.78 | $243.55 | +$1.6M |
Industry Allocation
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