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Tyler Hoxie

@Bangor Savings Bank

Latest period2024 - Q4ReportedManaged Assets$1.066BTotal holdings548
Assets growth rate0.28%Assets growth rate (2-Q avg)3.31%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Bangor Savings Bank's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 548 positions.

Assets under management

The assets under management (AUM) of Bangor Savings Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.066B in assets, with a quarterly growth rate of 0.28% and a 2-quarter average growth rate of 3.31%. The portfolio is managed by Tyler Hoxie, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares
Recent Activity
Increased 2.94%
17.34%
$184.786M
313,899 shares@ $588.68 avg price
VGITVanguard Etf Usa
Recent Activity
Increased 6.07%
8.25%
$87.881M
1.515M shares@ $58.01 avg price
SCHXCharles Schwab Investment Management Inc
Recent Activity
Increased 194.31%
7.64%
$81.326M
3.508M shares@ $23.19 avg price
IJHBlackrock Fund Advisors
Recent Activity
Increased 1.27%
5.58%
$59.392M
953,172 shares@ $62.31 avg price
IEFAIshares
Recent Activity
Increased 4.17%
5.4%
$57.51M
818,296 shares@ $70.28 avg price
IJRBlackrock Fund Advisors
Recent Activity
Increased 1.92%
5.3%
$56.438M
489,831 shares@ $115.22 avg price
SCHOSchwab Etfs Usa
Recent Activity
Increased 109.21%
3.77%
$40.087M
1.666M shares@ $24.07 avg price
IGSBBlackrock Fund Advisors
Recent Activity
Increased 3.08%
3.6%
$38.338M
741,557 shares@ $51.7 avg price
MBBBlackrock Fund Advisors
Recent Activity
Increased 9.47%
2.72%
$28.988M
316,189 shares@ $91.69 avg price
SCHFCharles Schwab Investment Management Inc
Recent Activity
Increased 103.82%
1.83%
$19.45M
1.051M shares@ $18.5 avg price