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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
GLDMWorld Gold Trust Services Llc
Recent Activity
Increased 6.05%
1.81%
$19.203M
369,359 shares@ $51.99 avg price
SGOVIshares Etfs Usa
Recent Activity
Increased 16.66%
1.67%
$17.733M
176,767 shares@ $100.32 avg price
SCHMCharles Schwab Investment Management Inc
Recent Activity
Increased 200.59%
1.62%
$17.264M
623,035 shares@ $27.72 avg price
SCHACharles Schwab Investment Management Inc
Recent Activity
Increased 99.93%
1.55%
$16.434M
635,493 shares@ $25.87 avg price
VOOVanguard
Recent Activity
Increased 4.96%
1.29%
$13.742M
25,505 shares@ $538.81 avg price
VWOVanguard Etf Usa
Recent Activity
Increased 0.16%
1.29%
$13.704M
311,160 shares@ $44.05 avg price
BABInvesco Capital Management Llc
Recent Activity
Increased 3.93%
1.25%
$13.32M
509,366 shares@ $26.15 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 8.61%
0.84%
$8.884M
21,077 shares@ $421.5 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 74.06%
0.45%
$4.779M
44,423 shares@ $107.57 avg price
SPYSsga Funds Management Inc
Recent Activity
Increased 1.98%
0.27%
$2.807M
4,790 shares@ $586.05 avg price