EdgeMarket › What Ledyard National Bank reported owning
What Ledyard National Bank reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.2BPositions
236Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| DGRO iShares Core Dividend Growth ETF | 80.2M | 7.0% | 1.1M | 79.61 | +20.0% |
| IVV iShares Core S&P 500 ETF | 67.8M | 5.9% | 103.8K | 769.31 | +20.0% |
| AAPL Apple Inc. | 59.6M | 5.2% | 234.9K | 309.35 | +36.9% |
| IEFA iShares Core MSCI EAFE ETF | 53.6M | 4.6% | 591.8K | 100.85 | +16.8% |
| MSFT MICROSOFT CORP | 40.1M | 3.5% | 108.3K | 483.24 | -4.4% |
| AVGO Broadcom Inc. | 37.0M | 3.2% | 119.6K | 368.45 | +26.5% |
| DFAE Dimensional Emerging Core Equity Market ETF | 33.9M | 2.9% | 1.0M | 39.49 | +32.0% |
| unmapped CUSIP 31423A432 | 28.1M | 2.4% | 1.3M | — | — |
| GOOGL Alphabet Inc. | 26.2M | 2.3% | 91.0K | 344.82 | +73.0% |
| MUB iShares National Muni Bond ETF | 25.3M | 2.2% | 238.3K | 105.34 | +1.2% |
| SCHD Schwab US Dividend Equity ETF | 24.6M | 2.1% | 802.2K | 35.11 | +27.6% |
| unmapped CUSIP 25239Y576 | 23.3M | 2.0% | 2.2M | — | — |
| JPM JPMORGAN CHASE & CO | 21.7M | 1.9% | 73.7K | 351.58 | +20.3% |
| GSIE Goldman Sachs ActiveBeta International Equity | 21.4M | 1.9% | 497.2K | 48.15 | +17.5% |
| IQLT iShares MSCI Intl Quality Factor ETF | 20.2M | 1.8% | 437.9K | 52.06 | +20.1% |
| KBWB Invesco KBW Bank ETF | 19.1M | 1.7% | 241.7K | 95.62 | +29.1% |
| VOE Vanguard Morningstar Mid-Cap Value ETF | 19.1M | 1.7% | 103.7K | 208.64 | +21.9% |
| VFLO VictoryShares Free Cash Flow ETF | 18.7M | 1.6% | 474.1K | 55.45 | +53.9% |
| AMZN AMAZON COM INC | 15.8M | 1.4% | 75.9K | 258.63 | +15.6% |
| unmapped CUSIP 084670702 | 15.0M | 1.3% | 31.2K | — | — |
| CSCO CISCO SYSTEMS, INC. | 14.4M | 1.2% | 185.7K | 111.04 | +65.5% |
| EFAV iShares MSCI EAFE Min Vol Factor ETF | 13.9M | 1.2% | 152.0K | 94.63 | +9.7% |
| KR KROGER CO | 13.8M | 1.2% | 190.3K | 57.90 | -19.4% |
| V VISA INC. | 13.3M | 1.2% | 44.1K | 371.04 | +7.9% |
| GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity | 12.9M | 1.1% | 103.1K | 146.19 | +16.7% |
| TJX TJX COMPANIES INC /DE/ | 12.4M | 1.1% | 77.8K | 140.53 | +1.6% |
| QDF FlexShares Quality Dividend Index Fund | 12.0M | 1.0% | 151.3K | 92.26 | +20.6% |
| PG PROCTER & GAMBLE Co | 11.9M | 1.0% | 82.1K | 144.68 | -9.3% |
| JNJ JOHNSON & JOHNSON | 11.4M | 1.0% | 46.7K | 270.24 | +51.1% |
| TTE TotalEnergies SE | 11.2M | 1.0% | 122.7K | 89.89 | +42.5% |
| GUNR FlexShares Global Upstream Natural Resources I | 10.8M | 0.9% | 195.4K | 56.92 | +37.2% |
| JQUA JPMorgan U.S. Quality Factor ETF | 10.7M | 0.9% | 174.1K | 74.75 | +22.0% |
| HD HOME DEPOT, INC. | 10.3M | 0.9% | 31.4K | 335.61 | -16.5% |
| VV Vanguard Morningstar Large-Cap ETF | 9.9M | 0.9% | 33.1K | 352.60 | +19.8% |
| AMGN AMGEN INC | 9.2M | 0.8% | 26.2K | 439.33 | +48.2% |
| HON HONEYWELL INTERNATIONAL INC | 9.0M | 0.8% | 39.9K | 215.90 | -50.3% |
| MRK Merck & Co., Inc. | 8.8M | 0.8% | 73.4K | 152.55 | +80.2% |
| TCAF T. Rowe Price Capital Appreciation Equity ETF | 8.6M | 0.7% | 241.0K | 42.46 | +15.8% |
| GOOG Alphabet Inc. | 8.2M | 0.7% | 28.7K | 341.75 | +70.7% |
| CAT CATERPILLAR INC | 7.9M | 0.7% | 11.1K | 827.90 | +96.8% |
| XOM ExxonMobil Holdings Corp | 7.3M | 0.6% | 43.0K | 165.11 | +52.1% |
| LOW LOWES COMPANIES INC | 7.2M | 0.6% | 30.4K | 216.09 | -16.0% |
| ETN Eaton Corp plc | 6.8M | 0.6% | 19.1K | 419.20 | +21.1% |
| MDT Medtronic plc | 6.7M | 0.6% | 77.1K | 93.35 | +0.1% |
| VIG Vanguard Div Appreciation ETF | 6.2M | 0.5% | 29.0K | 243.91 | +16.2% |
| WMT Walmart Inc. | 6.1M | 0.5% | 48.8K | 103.70 | +1.1% |
| T AT&T INC. | 5.7M | 0.5% | 197.9K | 25.29 | -13.6% |
| unmapped CUSIP 025537101 | 5.7M | 0.5% | 43.5K | — | — |
| PFE PFIZER INC | 5.1M | 0.4% | 182.6K | 28.07 | +10.6% |
| NVDA NVIDIA CORP | 4.8M | 0.4% | 27.7K | 214.72 | +22.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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