Bar Harbor Wealth Management’s Bentley Systems BSY Stock Holding History

Bar Harbor Wealth Management’s Portfolio BSY Stock Details BSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-194,918	Closed	-$10M	–	259
2025 Q3	$10M	Sell	194,918 -1,548	-0.8%	-$84.8K	0.6%	49
2025 Q2	$10.6M	Buy	196,466 +6,025	+3%	+$279K	0.68%	46
2025 Q1	$7.49M	Buy	190,441 +10,301	+6%	+$460K	0.5%	59
2024 Q4	$8.41M	Buy	+180,140	New	+$8.79M	0.55%	53

Other funds holding BSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Bar Harbor Wealth Management's BSY Position: Q4 2025 in Review

Bar Harbor Wealth Management sold out of Bentley Systems (BSY) in Q4 2025, closing a stake of 194,918 shares — an estimated $10M sold.

Bar Harbor Wealth Management first reported a position in BSY in Q4 2024 and held it in 4 quarters. The position peaked at $10.6M in Q2 2025. 489 funds tracked by Wall St. Rank hold BSY as of Q4 2025.

Bar Harbor Wealth Management reported no remaining Bentley Systems position as of Q4 2025 after selling out during the quarter.
Bar Harbor Wealth Management sold 194,918 Bentley Systems shares in Q4 2025, an estimated $10M.
Bar Harbor Wealth Management first reported a position in Bentley Systems in Q4 2024 and held it in 4 quarters.
Bar Harbor Wealth Management's Bentley Systems position peaked at $10.6M in Q2 2025.
489 funds tracked by Wall St. Rank held Bentley Systems as of Q4 2025.

Based on Bar Harbor Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.