Bell Bank has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.34 Billion distributed in 262 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $249M, Invesco Qqq Trust, Series 1 with a value of $195M, Vanguard Whitehall Fds (Vangua with a value of $88.9M, Vanguard Index Fds S&P 500 ETF with a value of $85.2M, and Spdr Portfolio S&P 500 Value E with a value of $64.1M.

Examining the 13F form we can see an increase of $499M in the current position value, from $837M to 1.34B.

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

Portfolio value $1.34 Billion
ETFs: $877 Million
Technology: $118 Million
Healthcare: $60.1 Million
Financial Services: $50.4 Million
Communication Services: $42.2 Million
Consumer Defensive: $41.7 Million
Energy: $32.8 Million
Consumer Cyclical: $28.8 Million
Other: $84.6 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 262
  • Current Value $1.34 Billion
  • Prior Value $837 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 19 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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