Anb Bank
ANB Bank is a community-focused bank headquartered in Denver, Colorado, serving Colorado and Wyoming through over 30 banking centers. It is part of Sturm Financial Group, Inc., and is known for its robust financial strength with over $3 billion in assets. Founded in 1973, ANB Bank offers a comprehensive range of financial services, including investment management and trust services, to individuals, families, businesses, and charitable organizations. It emphasizes client relationships, community impact, and personalized financial solutions.
Investment Strategy
ANB Financial Services provides investment management through a disciplined asset allocation process tailored to each client's goals, risk tolerance, and unique needs. The firm employs a 'growth at a reasonable price' (GARP) philosophy for equity investments, focusing on top-down industry analysis, fundamental and valuation screening, and qualitative factors. Portfolios are periodically reviewed and adjusted according to market changes and client circumstances. The firm also uses rigorous filtering for mutual funds and ETFs and follows a client-first approach without revenue-sharing agreements.
Top Holdings
Equity Positions (122)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IJH | iShares Core S&P Mid-Cap ETF | 9.23% | $22.8M | 348,668 | $62.14 | $65.26 | +$541.5K |
I IWM | iShares Russell 2000 ETF | 8.18% | $20.2M | 83,388 | $238.07 | $241.96 | +$17.0M |
S SPY | SPDR S&P 500 ETF Trust | 7.70% | $19.0M | 28,498 | $585.11 | $666.18 | +$1.6M |
E EFA | iShares MSCI Eafe ETF | 5.73% | $14.1M | 151,385 | $75.61 | $93.37 | +$14.4K |
A AAPL | Apple Inc | 4.18% | $10.3M | 40,495 | $250.42 | $254.63 | +$2.0M |