Bell Bank Portfolio Holdings

Bell Bank

  • $2.14 Billion
  • Q2 2025

Bell Bank has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.14 Billion distributed in 272 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $281M, Vanguard Growth ETF with a value of $257M, Vanguard Value ETF with a value of $249M, Invesco Qqq Trust, Series 1 with a value of $197M, and Vanguard Total Stock Market Et with a value of $105M.

Examining the 13F form we can see an increase of $297M in the current position value, from $1.84B to 2.14B.

Below you can find more details about Bell Bank portfolio as well as his latest detailed transactions.

Portfolio value $2.14 Billion
ETFs: $1.64 Billion
Technology: $129 Million
Financial Services: $62.2 Million
Consumer Defensive: $53.5 Million
Healthcare: $53.4 Million
Communication Services: $51.9 Million
Energy: $38.2 Million
Consumer Cyclical: $27.6 Million
Other: $85 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$233B
$410,000 0.02% of portfolio
3,015
Q2 2025 Added 48.45%
$146B
$444,000 0.02% of portfolio
2,250
Q2 2025 Added 1.08%
$76.4B
$355,000 0.02% of portfolio
1,318
Q1 2025 Reduced 2.95%
$108B
$460,000 0.02% of portfolio
5,026
Q2 2025 Added 24.28%
$54.8B
$356,000 0.02% of portfolio
4,778
Q3 2024 Reduced 0.06%
$105B
$342,000 0.02% of portfolio
467
Q1 2025 Reduced 5.08%
$187B
$456,000 0.02% of portfolio
1,528
Q1 2025 Reduced 15.06%
$133B
$468,000 0.02% of portfolio
3,800
Q2 2025 Added 0.98%
$40B
$384,000 0.02% of portfolio
1,334
Q1 2025 Reduced 74.65%
$60.2B
$374,000 0.02% of portfolio
1,465
Q1 2025 Reduced 0.34%
$177B
$506,000 0.02% of portfolio
2,603
Q2 2025 Added 61.88%
$121B
$533,000 0.02% of portfolio
1,151
Q2 2025 Reduced 2.54%
$135B
$222,000 0.01% of portfolio
1,062
Q2 2025 New
$83.7B
$307,000 0.01% of portfolio
1,446
Q2 2025 New
$166B
$227,000 0.01% of portfolio
2,671
Q2 2025 New
$128B
$251,000 0.01% of portfolio
815
Q4 2024 Reduced 0.37%
$157B
$318,000 0.01% of portfolio
8,928
Q2 2025 Added 13.79%
$220B
$218,000 0.01% of portfolio
1,765
Q2 2025 New
$61.7B
$296,000 0.01% of portfolio
1,450
Q2 2025 New
$3.32B
$314,000 0.01% of portfolio
4,086
Q3 2024 Reduced 19.66%
$217B
$241,000 0.01% of portfolio
306
Q2 2025 New
$51.1B
$319,000 0.01% of portfolio
6,200
Q4 2022 New
$62.4B
$266,000 0.01% of portfolio
3,320
Q2 2025 New
$212B
$287,000 0.01% of portfolio
3,635
Q2 2025 Reduced 2.68%
$118B
$256,000 0.01% of portfolio
2,943
Q2 2025 New
$9.79B
$317,000 0.01% of portfolio
5,970
Q4 2022 Reduced 5.85%
$37.8B
$294,000 0.01% of portfolio
4,291
Q3 2024 Reduced 0.05%
$100B
$309,000 0.01% of portfolio
708
Q4 2024 Reduced 0.28%
$69.7B
$219,000 0.01% of portfolio
521
Q1 2025 Reduced 12.44%
$0
$167,000 0.01% of portfolio
13,656
Q3 2024 New
$27.5B
$291,000 0.01% of portfolio
5,163
Q2 2025 Reduced 5.25%
$32M
$28,000 0.0% of portfolio
37,258
Q4 2022 Reduced 7.91%

Summary

  • Portfolio
  • No. of Stocks 272
  • Current Value $2.14 Billion
  • Prior Value $1.84 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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