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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
MSMorgan Stanley
Recent Activity
Increased 7.6%
0.04%
$325,866
2,592 shares@ $125.72 avg price
VTVVanguard Etf Usa
Recent Activity
Increased 0.16%
0.04%
$319,866
1,889 shares@ $169.34 avg price
BNDVanguard Etf Usa
Recent Activity
Increased 1238.75%
0.03%
$308,046
4,284 shares@ $71.91 avg price
BACBk Of America Corp
Recent Activity
Increased 2.29%
0.03%
$304,378
6,926 shares@ $43.95 avg price
MDYState Street Etf Usa
Recent Activity
Increased 46.09%
0.03%
$297,890
523 shares@ $569.58 avg price
ESGDIshares Etfs Usa
Recent Activity
Increased 3.01%
0.03%
$291,997
3,835 shares@ $76.15 avg price
COPConocophillips
Recent Activity
Increased 9.01%
0.03%
$246,190
2,482 shares@ $99.2 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 6.04%
0.02%
$173,767
334 shares@ $520.27 avg price
TXNTexas Instruments
Recent Activity
Increased 13.73%
0.02%
$152,258
812 shares@ $187.51 avg price
BKLNInvesco Capital Management Llc
Recent Activity
Increased 15.95%
0.02%
$130,992
6,217 shares@ $21.07 avg price