CIBC Private Wealth Group
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CIBC Private Wealth Group’s Bar Harbor Bankshares BHB Stock Holding History

CIBC Private Wealth Group’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
2025
Q3 		– Sell
-500
Closed -$15K – 3105
2025
Q2 		$15K Hold
500
– – ﹤0.01% 2119
2025
Q1 		$14K Hold
500
– – ﹤0.01% 2125
2024
Q4 		$15K Hold
500
– – ﹤0.01% 2146
2024
Q3 		$15.4K Hold
500
– – ﹤0.01% 2265
2024
Q2 		$12.9K Hold
500
– – ﹤0.01% 2198
2024
Q1 		$12.8K Buy
+500
New +$13K ﹤0.01% 2184

Other funds holding BHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CIBC Private Wealth Group's BHB Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of Bar Harbor Bankshares (BHB) in Q3 2025, closing a stake of 500 shares — an estimated $15K sold.

CIBC Private Wealth Group first reported a position in BHB in Q1 2024 and held it in 6 quarters. The position peaked at $15.4K in Q3 2024. 146 funds tracked by Wall St. Rank hold BHB as of Q3 2025.

  • CIBC Private Wealth Group reported no remaining Bar Harbor Bankshares position as of Q3 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 500 Bar Harbor Bankshares shares in Q3 2025, an estimated $15K.
  • CIBC Private Wealth Group first reported a position in Bar Harbor Bankshares in Q1 2024 and held it in 6 quarters.
  • CIBC Private Wealth Group's Bar Harbor Bankshares position peaked at $15.4K in Q3 2024.
  • 146 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.