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Miranda Seeger

Bell Bank

Assets Managed
$2.622B
Holdings
195
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
11.17%(2Q avg: 5.98%)
Sustained Growth
7 quarters

Portfolio positions

This chart displays the top 10 holdings in Bell Bank's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 195 positions.

Assets under management

The assets under management (AUM) of Bell Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 2.622B in assets, with a quarterly growth rate of 11.17% and a 2-quarter average growth rate of 5.98%. The portfolio is managed by Miranda Seeger, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTV
Vanguard Value Etf
Recent Activity
Decreased -2.26%
13.21%
$346.274M
1.589M shares@ $217.93 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -0.76%
12.99%
$340.313M
3.524M shares@ $96.58 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 491.94%
11.83%
$310.058M
3.599M shares@ $86.15 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.98%
9.99%
$261.776M
355,481 shares@ $736.41 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -1.56%
4.91%
$128.655M
604,669 shares@ $212.78 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.98%
4.78%
$125.105M
338,086 shares@ $370.04 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1%
3.94%
$103.092M
150,103 shares@ $686.82 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -3.34%
3.93%
$103.018M
1.695M shares@ $60.79 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 7.59%
2.67%
$69.902M
706,220 shares@ $98.99 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 92.23%
1.77%
$46.359M
918,178 shares@ $50.49 avg price

1-10 of 195