1620 Investment Advisors’s Bar Harbor Bankshares BHB Stock Holding History

1620 Investment Advisors’s Portfolio BHB Stock Details BHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.2K	Hold	270	–	–	0.01%	490
2026 Q1	$8.76K	Hold	270	–	–	0.01%	484
2025 Q4	$8.38K	Hold	270	–	–	0.01%	479
2025 Q3	$8.22K	Hold	270	–	–	0.01%	477
2025 Q2	$8.09K	Hold	270	–	–	0.01%	482
2025 Q1	$7.96K	Hold	270	–	–	0.01%	469
2024 Q4	$8.26K	Buy	+270	New	+$8.93K	0.01%	478

Other funds holding BHB

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return