Bangor Savings Bank
Annual return '25
+16.4%
SPY '25
+17.7%
Alpha
-1.3ptsvs SPY
Invested
$1.3B
Holdings
541
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 88%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Held since at least Q1 2024
14.5%
02
$VGIT
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
10.1%
03
$IEFA
ISHARES TR
Q1 2026: Increased +15.4% (934.3k → 1.08M shares)
8.1%
04
$IJH
ISHARES TR
Held since at least Q1 2024
5.0%
05
$SCHO
SCHWAB STRATEGIC TR
Held since at least Q1 2024
5.0%
06
$SCHX
SCHWAB STRATEGIC TR
Held since at least Q1 2024
5.0%
07
$IJR
ISHARES TR
Held since at least Q1 2024
4.6%
08
$RSP
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
4.0%
09
$IGSB
ISHARES TR
Held since at least Q1 2024
3.7%
10
$GLDM
WORLD GOLD TR
Held since at least Q1 2024
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:46 UTC.