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Margie Arbuckle-Morrill

Ledyard National Bank

Assets Managed
$1.247B
Holdings
255
Last Quarter
2026 - Q2
Filed Date
11d ago
Growth Rate
8.1%(2Q avg: 3.74%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ledyard National Bank's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 255 positions.

Assets under management

The assets under management (AUM) of Ledyard National Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.247B in assets, with a quarterly growth rate of 8.1% and a 2-quarter average growth rate of 3.74%. The portfolio is managed by Margie Arbuckle-Morrill, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 1.75%
7.07%
$88.094M
1.162M shares@ $75.8 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -3.17%
6.04%
$75.26M
100,495 shares@ $748.9 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.24%
5.22%
$65.088M
224,937 shares@ $289.36 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -1.64%
4.51%
$56.213M
582,039 shares@ $96.59 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -5.25%
3.44%
$42.788M
113,272 shares@ $377.75 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.24%
3.2%
$39.895M
106,951 shares@ $373.02 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Decreased -2.72%
3.14%
$39.126M
973,037 shares@ $40.22 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -3.85%
2.51%
$31.271M
87,502 shares@ $357.38 avg price
QQMNX
Feder Hrm Mdt Mrkt Ntrl-is
Recent Activity
Increased 10.33%
2.46%
$30.611M
1.393M shares@ $21.97 avg price
APHKX
Artisan Intl Val-inst
Recent Activity
New Position
2.37%
$29.514M
491,986 shares@ $59.99 avg price

1-10 of 255