DOSSIER · 13F-HR · Q1 2026

Bangor Savings Bank

Bangor Savings Bank's pension fund based in London, UK $1.3B in tracked AUM across 711 positions as of Q1 2026.

BS
Bangor Savings Bank·London, UK·Pension Fund
CIK 0001352675 · last filed Mar 31, 2026
Total AUM
$1.3B
7.4%
vs prior
Holdings
711
positions
Whale Score
63
63
tracked
Activity
no data
changes this Q
Top sector
Financials
27% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

1. Portfolio Overview

Bangor Savings Bank’s 13F filing for the period ending December 31, 2025, reveals a dramatic transformation in its investment portfolio, characterized by explosive asset growth and a strategic pivot toward passive indexing. The total portfolio value surged by 262.6%, rising from $342.83 million in the previous quarter to $1.24 billion. This substantial capital infusion likely prompted a structural overhaul of the portfolio, moving away from a collection of ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$182M278K14.5%
02
VGIT
VANGUARD SCOTTSDALE FDS
$127M2.1M10.1%
03
IEFA
ISHARES TR
$102M1.1M8.1%
04
IJH
ISHARES TR
$63M928K5.0%
05
SCHO
SCHWAB STRATEGIC TR
$63M2.6M5.0%
06
SCHX
SCHWAB STRATEGIC TR
$62M2.4M5.0%
07
IJR
ISHARES TR
$57M462K4.6%
08
RSP
INVESCO EXCHANGE TRADED FD T
$50M260K4.0%
09
IGSB
ISHARES TR
$46M871K3.7%
10
GLDM
WORLD GOLD TR
$43M468K3.5%

Filing history

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