Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Bar Harbor Bankshares BHB Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$59.6K Buy
1,838
+60
+3% +$1.98K ﹤0.01% 3679
2025
Q4 		$55K Buy
1,778
+615
+53% +$18.7K ﹤0.01% 3529
2025
Q3 		$35K Buy
1,163
+281
+32% +$8.78K ﹤0.01% 3776
2025
Q2 		$26K Sell
882
-36
-4% -$1.05K ﹤0.01% 3728
2025
Q1 		$27K Buy
918
+95
+12% +$2.97K ﹤0.01% 3456
2024
Q4 		$25K Sell
823
-95
-10% -$3.14K ﹤0.01% 3275
2024
Q3 		$28K Buy
918
+427
+87% +$12.8K ﹤0.01% 3136
2024
Q2 		$13K Buy
491
+298
+154% +$7.62K ﹤0.01% 3371
2024
Q1 		$5K Buy
+193
New +$5.03K ﹤0.01% 3632

Other funds holding BHB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BHB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Bar Harbor Bankshares (BHB) stake by 3.4% in Q1 2026, buying an estimated $1.98K and bringing the position to 1,838 shares worth $59.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3679.

Carson Wealth (CWM LLC) first reported a position in BHB in Q1 2024 and has held it in 9 quarters since. 166 funds tracked by Wall St. Rank hold BHB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,838 shares of Bar Harbor Bankshares worth $59.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 60 Bar Harbor Bankshares shares in Q1 2026, an estimated $1.98K.
  • Bar Harbor Bankshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3679 holding.
  • Carson Wealth (CWM LLC) first reported a position in Bar Harbor Bankshares in Q1 2024 and has held it in 9 quarters since.
  • 166 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.