StockDriftsStockDriftsTop 50 Bell Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 13.07% | 1.61M | $347.1M | +1.10%(+17.51K) | $174.01(+28.89%) | 2026-09-30 | |
| IEFA | ISHARES TR | 12.94% | 3.55M | $343.8M | +0.72%(+25.30K) | $72.83(+32.85%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 11.91% | 3.51M | $316.4M | -2.45%(-88.26K) | $66.11(+34.27%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 9.69% | 348.0K | $257.4M | -2.11%(-7.49K) | $346.38(+107.56%) | 2026-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 4.75% | 606.1K | $126.1M | +0.23%(+1.41K) | $181.11(+19.09%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 4.73% | 336.0K | $125.7M | -0.62%(-2.10K) | $285.26(+32.26%) | 2026-09-30 | |
| SPYV | SPDR SERIES TRUST | 3.99% | 1.73M | $106.0M | +2.36%(+39.92K) | $52.62(+20.67%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 3.95% | 149.7K | $104.9M | -0.29%(-438) | $448.94(+57.50%) | 2026-09-30 | |
| AGG | ISHARES TR | 2.68% | 753.8K | $71.3M | +6.74%(+47.61K) | $100.20(-4.95%) | 2026-09-30 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 1.72% | 1.03M | $45.7M | +6.46%(+62.54K) | $46.37(-3.33%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.47% | +66.27% | +8.57% | +50.82% |
| Top 20 Holdings Unweighted | +19.74% | +71.69% | +9.16% | +54.99% |
Bell Bank reports $2.66B in US-listed equity holdings across 204 positions in its most recent 13F filing. Its largest disclosed positions are VTV (13.1%), IEFA (12.9%) and VUG (11.9%). The top 20 holdings account for 78.95% of reported assets. Its disclosed equity book has returned +66.27% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bell Bank’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1002672). View Bell Bank’s 13F filings on SEC