account_balance

Investment manager · 13F filer · SEC CIK 1352675

Bangor Savings Bank

Reported value$1.31Bas of Sep 30, 2026
Positions543 26 new, 26 sold out
Top 10 weight60.8%IVV alone is 13%
FiledOct 66 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 13.0% Trimmed −11%
VGIT Vanguard Scottsdale FDS 10.0% Held
IEFA iShares Tr 7.6% Trimmed −9%
SCHO Schwab Strategic Tr 5.0% Held
IJH iShares Tr 4.7% Trimmed −5%
RSP Invesco Exchange Traded Fd T 4.4% Held
IJR iShares Tr 4.4% Trimmed −5%
SCHX Schwab Strategic Tr 4.2% Trimmed −12%
ELMT Elmet Group Co. 3.7% New
IGSB iShares Tr 3.6% Held
MBB iShares Tr 2.9% Held
GLDM World Gold Trust 2.9% Trimmed −2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 6, 2026, compared with the Jul 6, 2026 filing
add_circleNew
arrow_upwardAdded
  • VYM +8%
arrow_downwardTrimmed
remove_circleSold out
  • XOM $5.42M
  • AON $730K
  • SLYV $427K
  • VSGX $93.9K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist