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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.

Ledyard National Bank 13F holdings
Stock% of 13F valueShare changeReported value
DGROIshares Tr7.3%+5.3%$92.3M
IVVIshares Tr5.9%-2.1%$75.4M
AAPLApple Inc5.7%-3.6%$72.2M
IEFAIshares Tr4.4%-0.0%$56.4M
MSFTMicrosoft Corp4.2%-2.4%$53.5M
DFAEDimensional ETF Trust3.1%+1.8%$38.9M
AVGOBroadcom Inc3.0%-4.1%$38.1M
QQMNXFederated Hermes Mdt Mkt Neutral Fund2.7%+3.2%$33.9M
SCHDSchwab Strategic Tr2.4%+16.4%$31.1M
APHKXArtisan Partners International Value Fun2.3%+4.6%$29.8M
GOOGLAlphabet Inc2.3%-3.1%$29.2M
VFLOVictory Portfolios II Victoryshares Free2.2%+5.2%$27.8M
DFAIXDfa Short Dura Real Ret Portfolio Fund1.9%+2.8%$24.4M
JPMJpmorgan Chase & Co1.8%-1.8%$23.0M
GSIEGoldman Sachs ETF Tr1.8%+0.1%$22.3M
IQLTIshares Tr1.7%+2.4%$21.9M
VOEVanguard Index Fds1.6%+0.6%$20.2M
KBWBInvesco Exch Traded Fd Tr II1.6%-2.5%$19.9M
CSCOCisco Sys Inc1.4%-3.8%$18.1M
AMZNAmazon Com Inc1.4%-5.1%$17.6M
VVisa Inc1.2%-2.1%$15.3M
BRK-BBerkshire Hathaway Inc Del1.2%-2.5%$14.8M
EFAVIshares Tr1.1%+3.5%$14.4M
QDFFlexshares Tr1.1%+2.7%$13.8M
JQUAJpmorgan U.s. Quality Factor ETF1.0%+0.1%$12.6M
JNJJohnson & Johnson1.0%+1.3%$12.1M
PGProcter & Gamble Co0.9%-1.1%$11.7M
GSLCGoldman Sachs ETF Tr0.9%+1.5%$11.5M
GQGUAdvisors Inner Circle Fd III0.9%—$11.3M
VVVanguard Index Fds0.9%-1.2%$11.2M
KRKroger Co0.9%-0.9%$10.8M
TCAFT Rowe Price Exchange-Traded0.8%+3.7%$10.6M
AMGNAmgen Inc0.8%-1.7%$10.5M
MRKMerck & Co Inc0.8%-1.3%$10.3M
GUNRNorthern Trust Global Natural0.8%-1.0%$10.0M
TJXTjx Cos Inc New0.8%-3.9%$9.7M
TTETotalenergies SE0.8%-2.7%$9.7M
HDHome Depot Inc0.7%-1.4%$8.7M
GOOGAlphabet Inc0.6%-5.6%$7.8M
ETNEaton Corp PLC0.6%-5.0%$7.3M
MDTMedtronic PLC0.5%+0.6%$6.9M
CIThe Cigna Group0.5%-0.8%$6.6M
NVDANvidia Corporation0.5%-9.7%$6.6M
XOMExxonmobil Holdings Corp0.5%—$6.3M
AAUBEa Series Trust0.5%—$6.2M
VIGVanguard Specialized Funds0.5%-6.4%$6.2M
XLKSelect Sector Spdr Tr0.5%-4.3%$5.7M
LOWLowes Cos Inc0.4%-0.2%$5.4M
AAUAEa Series Trust0.4%+0.0%$5.4M
WMTWalmart Inc0.4%-0.3%$5.1M

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.

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.

13F value by quarter
Quarter13F valuePositions
Q3 2026$1.3B247
Q2 2026$1.2B255
Q1 2026$1.2B236
Q4 2025$1.2B240
Q3 2025$1.1B226
Q2 2025$1.1B215
Q1 2025$1.0B213
Q4 2024$1.1B211
Q3 2024$1.1B221
Q2 2024$1.0B208
Q1 2024$1.0B216
Q4 2023$971.7M209

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.