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Tyler Hoxie

Bangor Savings Bank

Assets Managed
$1.36B
Holdings
543
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
8.73%(2Q avg: 4.68%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Bangor Savings Bank's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 543 positions.

Assets under management

The assets under management (AUM) of Bangor Savings Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.36B in assets, with a quarterly growth rate of 8.73% and a 2-quarter average growth rate of 4.68%. The portfolio is managed by Tyler Hoxie, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -9.76%
13.83%
$187.961M
250,986 shares@ $748.9 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 8.03%
9.96%
$135.441M
2.296M shares@ $58.98 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 1.32%
8.08%
$109.768M
1.137M shares@ $96.58 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -2.06%
5.16%
$70.059M
908,557 shares@ $77.11 avg price
SCHO
Schwab Short-term Us Treas
Recent Activity
Increased 7.06%
4.9%
$66.59M
2.759M shares@ $24.15 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -2.93%
4.9%
$66.547M
448,700 shares@ $148.32 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -14.14%
4.51%
$61.305M
2.083M shares@ $29.43 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 7.56%
4.38%
$59.548M
279,871 shares@ $212.78 avg price
IGSB
Ishares 1-5y Inv Grade Corp
Recent Activity
Increased 4.32%
3.51%
$47.626M
908,714 shares@ $52.42 avg price
MBB
Ishares Mbs Etf
Recent Activity
Increased 7.26%
2.94%
$39.889M
422,012 shares@ $94.52 avg price

1-10 of 543