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Bangor Savings Bank’s W.P. Carey WPC Stock Holding History

Bangor Savings Bank’s Portfolio WPC Stock Details WPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$93.3K Hold
1,305
– – 0.01% 256
2026
Q1 		$88.7K Hold
1,305
– – 0.01% 246
2025
Q4 		$84K Hold
1,305
– – 0.01% 258
2025
Q3 		$88.2K Hold
1,305
– – 0.01% 251
2025
Q2 		$81.4K Buy
1,305
+455
+54% +$28K 0.01% 258
2025
Q1 		$53.6K Hold
850
– – 0.01% 295
2024
Q4 		$46.3K Hold
850
– – ﹤0.01% 305
2024
Q3 		$53K Hold
850
– – 0.01% 293
2024
Q2 		$46.8K Hold
850
– – ﹤0.01% 291
2024
Q1 		$48K Hold
850
– – ﹤0.01% 293
2023
Q4 		$55.1K Sell
850
-1,192
-58% -$68.7K 0.01% 287
2023
Q3 		$108K Hold
2,042
– – 0.01% 237
2023
Q2 		$135K Hold
2,042
– – 0.02% 223
2023
Q1 		$155K Sell
2,042
-306
-13% -$24.4K 0.02% 210
2022
Q4 		$179K Hold
2,348
– – 0.02% 202
2022
Q3 		$161K Hold
2,348
– – 0.02% 204
2022
Q2 		$191K Buy
+2,348
New +$189K 0.02% 199

Other funds holding WPC

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Bangor Savings Bank's WPC Position: Q2 2026 in Review

Bangor Savings Bank held its W.P. Carey (WPC) position steady in Q2 2026 at 1,305 shares worth $93.3K. The position accounts for 0.01% of the portfolio, ranked #256.

Bangor Savings Bank first reported a position in WPC in Q2 2022 and has held it in 17 quarters since. The position peaked at $191K in Q2 2022. 114 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Bangor Savings Bank held 1,305 shares of W.P. Carey worth $93.3K as of Q2 2026.
  • Bangor Savings Bank left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up 0.01% of Bangor Savings Bank's portfolio in Q2 2026, its #256 holding.
  • Bangor Savings Bank first reported a position in W.P. Carey in Q2 2022 and has held it in 17 quarters since.
  • Bangor Savings Bank's W.P. Carey position peaked at $191K in Q2 2022.
  • 114 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Bangor Savings Bank's 13F filing for Q2 2026, filed 6 Jul 2026.