Miranda Seeger

Bell Bank

Assets Managed

$2.358B

Holdings

188

Last Quarter

2026 - Q1

Filed Date

1mo 3d ago

Growth Rate

0.79%(2Q avg: 1.07%)

Sustained Growth

6 quarters

Portfolio positions

This chart displays the top 10 holdings in Bell Bank's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 188 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.358B in assets, with a quarterly growth rate of 0.79% and a 2-quarter average growth rate of 1.07%. The portfolio is managed by Miranda Seeger, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 2.72%	13.63%	$321.443M 3.551M shares@ $90.53 avg price	Increased 2.72%
VTV Vanguard Value Etf Recent Activity Increased 1.35%	13.53%	$318.962M 1.626M shares@ $196.21 avg price	Increased 1.35%
VUG Vanguard Growth Etf Recent Activity Increased 2.96%	11.27%	$265.603M 608,080 shares@ $436.8 avg price	Increased 2.96%
QQQ Invesco Qqq Trust Series 1 Recent Activity Increased 1.55%	8.79%	$207.222M 359,025 shares@ $577.18 avg price	Increased 1.55%
RSP Invesco S&p 500 Equal Weight Recent Activity Increased 4.56%	5%	$117.888M 614,254 shares@ $191.93 avg price	Increased 4.56%
VTI Vanguard Total Stock Mkt Etf Recent Activity Increased 2.25%	4.65%	$109.541M 341,452 shares@ $320.81 avg price	Increased 2.25%
SPYV Spdr Port S&p 500 Value Recent Activity Increased 10.9%	4.21%	$99.203M 1.753M shares@ $56.58 avg price	Increased 10.9%
VOO Vanguard S&p 500 Etf Recent Activity Decreased -0.3%	3.77%	$88.813M 148,629 shares@ $597.56 avg price	Decreased -0.3%
AGG Ishares Core U.s. Aggregate Recent Activity Increased 6.51%	2.77%	$65.165M 656,447 shares@ $99.28 avg price	Increased 6.51%
BILS Spdr Bloomberg 3-12 Month T- Recent Activity Increased 9.32%	2.53%	$59.498M 598,332 shares@ $99.44 avg price	Increased 9.32%

1-10 of 188