Bangor Savings Bank’s DoubleLine Fortune 500 Equal Weight ETF DFVE Stock Holding History

Bangor Savings Bank’s Portfolio DFVE Stock Details DFVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-251	Closed	-$7.11K	–	567
2024 Q4	$7.11K	Buy	+251	New	+$7.35K	﹤0.01%	456

Other funds holding DFVE

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Bangor Savings Bank's DFVE Position: Q1 2025 in Review

Bangor Savings Bank sold out of DoubleLine Fortune 500 Equal Weight ETF (DFVE) in Q1 2025, closing a stake of 251 shares — an estimated $7.11K sold.

Bangor Savings Bank first reported a position in DFVE in Q4 2024 and held it in 1 quarter. The position peaked at $7.11K in Q4 2024. 7 funds tracked by Wall St. Rank hold DFVE as of Q1 2025.

Bangor Savings Bank reported no remaining DoubleLine Fortune 500 Equal Weight ETF position as of Q1 2025 after selling out during the quarter.
Bangor Savings Bank sold 251 DoubleLine Fortune 500 Equal Weight ETF shares in Q1 2025, an estimated $7.11K.
Bangor Savings Bank first reported a position in DoubleLine Fortune 500 Equal Weight ETF in Q4 2024 and held it in 1 quarter.
Bangor Savings Bank's DoubleLine Fortune 500 Equal Weight ETF position peaked at $7.11K in Q4 2024.
7 funds tracked by Wall St. Rank held DoubleLine Fortune 500 Equal Weight ETF as of Q1 2025.

Based on Bangor Savings Bank's 13F filing for Q1 2025, filed 14 Apr 2025.