Renee Regel
@Bremer Bank National Association
Latest period2024 - Q4ReportedManaged Assets$505.51MTotal holdings165
Assets growth rate-4.65%Assets growth rate (2-Q avg)-0.56%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Bremer Bank National Association's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 165 positions.
Assets under management
The assets under management (AUM) of Bremer Bank National Association over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 505.51M in assets, with a quarterly growth rate of -4.65% and a 2-quarter average growth rate of -0.56%. The portfolio is managed by Renee Regel, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
IJRBlackrock Fund Advisors
| 1.09% | $5.498M 47,716 shares@ $115.23 avg price | Increased 0.11% |
IBMIntl Business Mchn
| 1.05% | $5.275M 23,997 shares@ $219.83 avg price | Decreased -5.28% |
MRKMerck & Co Inc
| 1.02% | $5.143M 51,697 shares@ $99.49 avg price | Increased 38.12% |
XBISsga Funds Management Inc
| 1.01% | $5.059M 56,179 shares@ $90.07 avg price | |
GEHCGe Healthcare Technologies Inc
| 0.99% | $4.99M 63,833 shares@ $78.19 avg price | New Position |
PGProcter & Gamble Co The
| 0.98% | $4.919M 29,342 shares@ $167.65 avg price | Decreased -3.51% |
WCLDWisdomtree Asset Management Inc
| 0.96% | $4.842M 129,055 shares@ $37.53 avg price | |
MAMastercard Inc
| 0.95% | $4.769M 9,056 shares@ $526.58 avg price | Decreased -0.36% |
MARMarriott International Inc Md
| 0.91% | $4.559M 16,345 shares@ $278.94 avg price | Decreased 0% |
FISFidelity National Information
| 0.9% | $4.516M 55,917 shares@ $80.78 avg price | Decreased -2.74% |