Kennebec Savings Bank
Kennebec Savings Bank is a state-chartered, mutual community bank headquartered in Augusta, Maine, founded in 1870. With over $1.8 billion in assets, the bank employs more than 200 people and serves individuals, businesses, nonprofit organizations, and municipalities throughout Maine. As a community-focused financial institution, Kennebec Savings Bank offers a full suite of banking, lending, investment management, and trust services, maintaining a longstanding reputation for quality customer service and local engagement.
Investment Strategy
Kennebec Savings Bank, through its Investment Management and Trust Services group, provides clients with personalized investment management, financial advisory, and trust administration. The bank leverages its local team of experienced trust professionals and partners with FCI Advisors, giving clients access to fiduciary-quality investment solutions backed by five decades of industry expertise. The approach emphasizes individualized client service, diversified portfolio construction, risk management, and a commitment to the long-term financial well-being of individuals, nonprofits, and municipalities within the communities it serves.
Top Holdings
Equity Positions (258)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | Apple Inc. | 7.94% | $8.7M | 34,201 | $232.83 | $254.63 | +$1.7M |
M MSFT | Microsoft Corp | 6.38% | $7.0M | 13,510 | $428.76 | $517.95 | +$273.5K |
N NVDA | Nvidia Corp | 3.57% | $3.9M | 20,991 | $122.89 | $186.58 | +$585.3K |
G GOOGL | Alphabet Inc. Cl A | 3.26% | $3.6M | 14,711 | $166.27 | $243.10 | +$792.3K |
J JPM | JPMorgan Chase & Co. | 3.00% | $3.3M | 10,426 | $210.86 | $315.43 | +$259.4K |