Q3 2026 13F · SEC CIK 1310658
Ledyard National Bank
Bank & trustFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $1.3B
- Reported positions
- 247
- Top holdings a year, 3 yrs
- +19.1%
- Average holding period
- 7.8 yrs
Ledyard National Bank is a bank & trust that reported 247 positions worth $1.3B in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Ishares Tr (DGRO, 7.3%), Ishares Tr (IVV, 5.9%), Apple Inc (AAPL, 5.7%). A portfolio copying its top holdings returned 19.1% a year over the last 3 years, against 20.4% for the S&P 500.
Ledyard National Bank holdings largest 50 of 247 positions.
Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Ledyard National Bank bought and sold in Q3 2026, against Q2 2026.
New positions
Q2 2026's filing was too long to tell new positions apart.
Added to
- SCHD Schwab Strategic Tr+16.4% shares
- DGRO Ishares Tr+5.3% shares
- VFLO Victory Portfolios II Victoryshares Free+5.2% shares
Reduced
- NVDA Nvidia Corporation-9.7% shares
- VIG Vanguard Specialized Funds-6.4% shares
- GOOG Alphabet Inc-5.6% shares
- AMZN Amazon Com Inc-5.1% shares
- ETN Eaton Corp PLC-5.0% shares
Left the top 50
- AEP American Elec Pwr Co Incwas 0.5%
- XOM Exxon Mobil Corpwas 0.4%
- CAT Caterpillar Incwas 0.4%
Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +20.8% /yr
- S&P 500 +20.1%
- 3 years
- +19.1% /yr
- S&P 500 +20.4%
- 5 years
- +10.5% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q3 2026 | $1.3B | 247 |
| Q2 2026 | $1.2B | 255 |
| Q1 2026 | $1.2B | 236 |
| Q4 2025 | $1.2B | 240 |
| Q3 2025 | $1.1B | 226 |
| Q2 2025 | $1.1B | 215 |
| Q1 2025 | $1.0B | 213 |
| Q4 2024 | $1.1B | 211 |
| Q3 2024 | $1.1B | 221 |
| Q2 2024 | $1.0B | 208 |
| Q1 2024 | $1.0B | 216 |
| Q4 2023 | $971.7M | 209 |
Questions about Ledyard National Bank's portfolio
What stocks does Ledyard National Bank own?
Ledyard National Bank's latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 247 positions worth $1.3B. The largest are Ishares Tr (DGRO) at 7.3%, Ishares Tr (IVV) at 5.9%, Apple Inc (AAPL) at 5.7%, Ishares Tr (IEFA) at 4.4% and Microsoft Corp (MSFT) at 4.2%.
What did Ledyard National Bank buy last quarter?
In Q3 2026, Ledyard National Bank added Schwab Strategic Tr (SCHD) (+16.4% shares), Ishares Tr (DGRO) (+5.3% shares) and Victory Portfolios II Victoryshares Free (VFLO) (+5.2% shares), compared with its Q2 2026 filing.
What did Ledyard National Bank sell last quarter?
In Q3 2026, Ledyard National Bank cut from its top 50 American Elec Pwr Co Inc (AEP), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Caterpillar Inc (CAT), Nvidia Corporation (NVDA) (-9.7% shares), Vanguard Specialized Funds (VIG) (-6.4% shares) and Alphabet Inc (GOOG) (-5.6% shares), compared with its Q2 2026 filing.
How has Ledyard National Bank's portfolio performed?
A portfolio copying Ledyard National Bank's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.8% against +20.1%. Over 5 years: +10.5% a year against +11.6%.
When is Ledyard National Bank's next 13F filing due?
13F filings are due 45 days after each quarter ends. Ledyard National Bank's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.