Ledyard National Bank
Q3 2026 13F-HR Holdings
Net value change ($000)
+23,740
(1.9%)
New positions
15
Sold out positions
23
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q2 2026
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| MSFT | 13,653 | 34.2% |
| GQGU | 7,581 | 204.7% |
| AAPL | 7,144 | 11.0% |
| EXXON MOBIL HOLDINGS CORP | 6,255 | NEW |
| ALPHA ARCHITECT US EQUITY 4 ETF | 6,237 | NEW |
| SCHD | 5,056 | 19.4% |
| DGRO | 4,207 | 4.8% |
| VFLO | 4,190 | 17.7% |
| Federated Hermes Adviser Series | 3,262 | 10.7% |
| CAC | 2,558 | 616.4% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|