Bangor Savings Bank
•CIK: 1352675•Filing: Q4 2025
**Bangor Savings Bank** manages $1.2B across a diversified portfolio of 602 holdings. The strategy exhibits a significant tilt toward broad market exposure, evidenced by top positions in IVV ($190.3M) and VGIT ($122.9M). Notable allocations include international equity via IEFA ($96.3M) and a substantial allocation to the U.S. small-cap sector (SCHX at $66.5M). This structure suggests a core mandate focused on established, liquid, and diversified asset classes.
Total AUM
$1.2B
QoQ Performance
+3.6%
Positions
472
Top 10 Concentration
63.1%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
VGIT
IEFA
SCHX
IJH
IVV15.3%
VGIT9.9%
IEFA7.7%
SCHX5.4%
IJH5.1%
SCHO4.8%
IJR4.7%
IGSB3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.1%
ETF16.8%
Technology5.0%
Financial2.1%
Healthcare1.4%
Consumer1.3%
Industrial0.9%
Energy0.5%
🚪 Exited Positionssold since Q3 2025
+336 more exited positions
Changes from Q3 2025
NEW2 new positions
↑42 increased
↓135 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023