Birchbrook’s Bar Harbor Bankshares BHB Stock Holding History

Birchbrook’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	$31.2K	Hold	826	–	–	0.01%	150
2026 Q1	$26.8K	Hold	826	–	–	0.01%	152
2025 Q4	$25.6K	Hold	826	–	–	0.01%	163
2025 Q3	$25.2K	Hold	826	–	–	0.01%	153
2025 Q2	$24.7K	Hold	826	–	–	0.01%	151
2025 Q1	$24.4K	Buy	826 +126	+18%	+$3.93K	0.01%	143
2024 Q4	$21.4K	Hold	700	–	–	0.01%	162
2024 Q3	$21.6K	Hold	700	–	–	0.01%	152
2024 Q2	$18.8K	Hold	700	–	–	0.01%	166
2024 Q1	$18.5K	Hold	700	–	–	0.01%	169
2023 Q4	$20.6K	Buy	+700	New	+$18.4K	0.01%	166

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

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

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return