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Filers›Asset Manager›Ledyard National Bank
DOSSIER · 13F-HR · Q1 2026

Ledyard National Bank

Ledyard National Bank's asset manager based in Greenwich, CT — $1.2B in tracked AUM across 330 positions as of Q1 2026.

LN
Ledyard National Bank·Greenwich, CT·Asset Manager
CIK 0001310658 · last filed Mar 31, 2026
Total AUM
$1.2B
▲ 17.7%
vs prior
Holdings
330
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
Top sector
Tech
40% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Ledyard National Bank SEC 13F Filing
1. Portfolio Overview

Ledyard National Bank has reported a significant expansion in its managed assets, with the total portfolio value growing by 123.2%, rising from $520.02 million to $1.16 billion between the quarter ended September 30, 2025, and December 31, 2025. This dramatic increase suggests substantial capital inflows, likely driven by client acquisition or institutional allocations, rather than solely mark...

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
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
$80M1.1M7.0%
02
IVV
ISHARES CORE S&P 500 ETF
$68M104K5.9%
03
AAPL
APPLE INC
$60M235K5.2%
04
IEFA
ISHARES CORE MSCI EAFE ETF
$54M592K4.6%
05
MSFT
MICROSOFT CORP
$40M108K3.5%
06
AVGO
BROADCOM INC
$37M120K3.2%
07
DFAE
DIMENSIONAL EMERG CORE EQ MKT ETF
$34M1.0M2.9%
08
QQMNX
FEDERATED HERMES MDT MKT NEUTRAL FUND
$28M1.3M2.4%
09
GOOGL
ALPHABET INC CL A
$26M91K2.3%
10
MUB
ISHARES NATL MUNI BOND ETF
$25M238K2.2%

Filing history

Filing history loading…
AI Agent · grounded in Ledyard
haiku-4-5 · 330 positions indexed
Sector mix
  • Tech40%
  • Financials17%
  • Health Care11%
  • Industrials9%
  • Energy23%
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