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Margie Arbuckle-Morrill

Ledyard National Bank

Assets Managed
$1.154B
Holdings
236
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
-0.61%(2Q avg: 1.69%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ledyard National Bank's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 236 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.154B in assets, with a quarterly growth rate of -0.61% and a 2-quarter average growth rate of 1.69%. The portfolio is managed by Margie Arbuckle-Morrill, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DGRO
Ishares Core Dividend Growth
Recent Activity
Decreased -6.55%
6.96%
$80.175M
1.142M shares@ $70.19 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -11.37%
5.88%
$67.796M
103,789 shares@ $653.21 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.4%
5.17%
$59.619M
234,913 shares@ $253.8 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 0.22%
4.65%
$53.575M
591,794 shares@ $90.54 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -3.07%
3.48%
$40.089M
108,300 shares@ $370.17 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -6.26%
3.21%
$37.003M
119,552 shares@ $309.51 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 0.67%
2.94%
$33.868M
1M shares@ $33.86 avg price
QQMNX
Feder Hrm Mdt Mrkt Ntrl-is
Recent Activity
New Position
2.45%
$28.15M
1.263M shares@ $22.29 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -5.96%
2.27%
$26.17M
91,006 shares@ $287.57 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Increased 4.01%
2.2%
$25.292M
238,263 shares@ $106.16 avg price

1-10 of 236