Institutions / Ledyard National Bank
Ledyard National Bank
CIK 1310658 · Institution · as of Mar 31, 2026
Portfolio value
$1.15B
Positions
236
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.15B-0.6%Positions
236-1.7%Top holdings
Mar 31, 2026View all 236 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Core Dividend Growth ETF | $80.18M | 7.0% |
| iShares Core S&P 500 ETF | $67.80M | 5.9% |
| Apple Inc. | $59.62M | 5.2% |
| iShares Core MSCI Eafe ETF | $53.58M | 4.6% |
| Microsoft Corp | $40.09M | 3.5% |
| Broadcom Inc. | $37.00M | 3.2% |
| Dimensional Emerg Core Eq Mkt ETF | $33.87M | 2.9% |
| Federated Hermes Mdt Mkt Neutral Fund | $28.15M | 2.4% |
| Alphabet Inc. | $26.17M | 2.3% |
| iShares Natl Muni Bond ETF | $25.29M | 2.2% |
| Schwab US Dividend Equity ETF | $24.61M | 2.1% |
| Dfa Short Dura Real Ret Portfolio Fund | $23.29M | 2.0% |
| JPMorgan Chase & Co | $21.68M | 1.9% |
| Goldman Sachs Activebeta Intl Equity ETF | $21.45M | 1.9% |
| iShares MSCI Intl Qual Factor ETF | $20.25M | 1.8% |
| Invesco Kbw Bank Port ETF | $19.13M | 1.7% |
| Vanguard Mid Cap Value ETF | $19.11M | 1.7% |
| Victoryshares Free Cash Flow ETF | $18.72M | 1.6% |
| Amazon.com Inc | $15.81M | 1.4% |
| Warren E. Buffett | $14.97M | 1.3% |
| Cisco Systems, Inc. | $14.41M | 1.2% |
| iShares MSCI Eafe Min Vol Factor ETF | $13.89M | 1.2% |
| Kroger Co | $13.77M | 1.2% |
| Visa Inc | $13.33M | 1.2% |
| Goldman Sachs Activebeta US Lge Cap Eq ETF | $12.90M | 1.1% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | 31423A432 Common stock | $28.15M | +1.3M | 1,262,881 2.44% of portfolio | medium |
| Q1 2026 as of | New | TotalEnergies SE Common stock | $11.16M | +123K | 122,686 0.97% of portfolio | medium |
| Q1 2026 as of | Trim | 464287200 Common stock | $-8.70M | -13K -11.38% | 103,789 5.88% of portfolio | medium |
| Q1 2026 as of | Trim | 46434V621 Common stock | $-5.62M | -80K -6.55% | 1,142,426 6.95% of portfolio | medium |
| Q1 2026 as of | New | 02072Q275 Common stock | $4.50M | +92K | 91,951 0.39% of portfolio | low |
| Q1 2026 as of | Add | 92647X830 Common stock | $2.83M | +72K +17.84% | 474,117 1.62% of portfolio | low |
| Q1 2026 as of | Trim | Broadcom Inc. Common stock | $-2.47M | -8K -6.27% | 119,552 3.21% of portfolio | low |
| Q1 2026 as of | Trim | 33939L860 Common stock | $-2.34M | -30K -16.37% | 151,308 1.04% of portfolio | low |
| Q1 2026 as of | Add | 25239Y576 Common stock | $1.98M | +187K +9.28% | 2,198,870 2.02% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-1.66M | -6K -5.97% | 91,006 2.27% of portfolio | low |