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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$367B
$1.03 Million 0.05% of portfolio
7,569
Q2 2025 Reduced 1.96%
$0
$1.14 Million 0.05% of portfolio
21,812
Q2 2025 Reduced 2.39%
$93.6B
$1.13 Million 0.05% of portfolio
2,213
Q2 2025 Added 3.6%
$182B
$893,000 0.04% of portfolio
1,695
Q2 2025 Reduced 6.46%
$39.6B
$874,000 0.04% of portfolio
12,844
Q2 2025 Added 16.01%
$96.6B
$764,000 0.04% of portfolio
1,094
Q1 2025 Reduced 6.66%
$0
$851,000 0.04% of portfolio
21,024
Q2 2025 Added 127.66%
$187B
$838,000 0.04% of portfolio
2,067
Q2 2025 Added 4.45%
$0
$849,000 0.04% of portfolio
1,281
Q1 2023 Reduced 16.16%
$0
$774,000 0.04% of portfolio
2,709
Q2 2025 Reduced 3.9%
$381B
$951,000 0.04% of portfolio
20,117
Q2 2025 Added 15.81%
$141B
$814,000 0.04% of portfolio
11,737
Q2 2025 Added 18.33%
$55.9B
$923,000 0.04% of portfolio
4,589
Q2 2025 Reduced 6.73%
$99B
$930,000 0.04% of portfolio
20,101
Q1 2025 Reduced 0.54%
$0
$880,000 0.04% of portfolio
16,187
Q2 2025 Reduced 1.8%
$452B
$831,000 0.04% of portfolio
5,446
Q2 2025 Added 28.81%
$0
$597,000 0.03% of portfolio
4,715
Q2 2025 Reduced 2.86%
$0
$590,000 0.03% of portfolio
4,370
Q2 2025 New
$0
$642,000 0.03% of portfolio
1,135
Q2 2025 Reduced 14.98%
$3.94B
$717,000 0.03% of portfolio
20,495
Q2 2024 Reduced 7.24%
$112B
$644,000 0.03% of portfolio
2,225
Q1 2025 Reduced 0.45%
$32.6B
$628,000 0.03% of portfolio
1,789
Q2 2025 Reduced 2.72%
$0
$716,000 0.03% of portfolio
1,700
Q2 2025 Reduced 3.74%
$146B
$590,000 0.03% of portfolio
2,537
Q2 2025 Reduced 0.2%
$0
$645,000 0.03% of portfolio
3,324
Q2 2025 Added 128.45%
$0
$605,000 0.03% of portfolio
2,187
Q2 2024 Added 5.55%
$0
$555,000 0.03% of portfolio
894
Q2 2025 Reduced 4.08%
$1.1B
$564,000 0.03% of portfolio
17,268
Q4 2021 Added 51.1%
$684B
$717,000 0.03% of portfolio
3,284
Q1 2025 Reduced 1.94%
$173B
$630,000 0.03% of portfolio
3,961
Q2 2025 Added 4.32%
$0
$553,000 0.03% of portfolio
6,199
Q2 2025 Reduced 3.91%
$250B
$723,000 0.03% of portfolio
5,133
Q1 2025 Reduced 3.64%
$0
$549,000 0.03% of portfolio
8,600
Q4 2024 New
$57.8B
$611,000 0.03% of portfolio
2,799
Q2 2025 Reduced 8.35%
$0
$376,000 0.02% of portfolio
1,487
Q2 2025 Added 41.22%
$0
$361,000 0.02% of portfolio
6,735
Q2 2025 Reduced 2.28%
$135B
$350,000 0.02% of portfolio
1,522
Q1 2025 Reduced 2.06%
$17.2B
$494,000 0.02% of portfolio
10,551
Q2 2025 Reduced 3.78%
$23.7B
$339,000 0.02% of portfolio
4,722
Q2 2025 Reduced 1.83%
$33.3B
$425,000 0.02% of portfolio
233
Q2 2025 Reduced 2.1%
$229B
$410,000 0.02% of portfolio
3,015
Q2 2025 Added 48.45%
$150B
$444,000 0.02% of portfolio
2,250
Q2 2025 Added 1.08%
$0
$331,000 0.02% of portfolio
7,922
Q2 2025 Reduced 46.65%
$78.8B
$355,000 0.02% of portfolio
1,318
Q1 2025 Reduced 2.95%
$0
$468,000 0.02% of portfolio
6,369
Q2 2025 New
$108B
$460,000 0.02% of portfolio
5,026
Q2 2025 Added 24.28%
$51B
$356,000 0.02% of portfolio
4,778
Q3 2024 Reduced 0.06%
$94.7B
$342,000 0.02% of portfolio
467
Q1 2025 Reduced 5.08%
$150B
$456,000 0.02% of portfolio
1,528
Q1 2025 Reduced 15.06%

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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