Clean Yield Group’s Bar Harbor Bankshares BHB Stock Holding History

Clean Yield 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
2026 Q1	$48.7K	Hold	1,500	–	–	0.01%	230
2025 Q4	$46.6K	Hold	1,500	–	–	0.01%	238
2025 Q3	$45.7K	Hold	1,500	–	–	0.01%	237
2025 Q2	$44.9K	Hold	1,500	–	–	0.01%	230
2025 Q1	$44.3K	Hold	1,500	–	–	0.01%	238
2024 Q4	$45.9K	Hold	1,500	–	–	0.01%	234
2024 Q3	$46.3K	Hold	1,500	–	–	0.01%	236
2024 Q2	$40.3K	Hold	1,500	–	–	0.02%	244
2024 Q1	$39.7K	Hold	1,500	–	–	0.02%	253
2023 Q4	$44K	Hold	1,500	–	–	0.02%	244
2023 Q3	$36.2K	Hold	1,500	–	–	0.02%	250
2023 Q2	$37K	Hold	1,500	–	–	0.02%	261
2023 Q1	$39.7K	Sell	1,500 -600	-29%	-$17.8K	0.02%	253
2022 Q4	$67.3K	Hold	2,100	–	–	0.03%	207
2022 Q3	$56K	Hold	2,100	–	–	0.03%	212
2022 Q2	$54K	Sell	2,100 -400	-16%	-$10.6K	0.02%	225
2022 Q1	$72K	Sell	2,500 -3,900	-61%	-$116K	0.03%	224
2021 Q4	$185K	Sell	6,400 -350	-5%	-$10.3K	0.06%	160
2021 Q3	$189K	Hold	6,750	–	–	0.06%	158
2021 Q2	$193K	Sell	6,750 -2,176	-24%	-$64.2K	0.07%	145
2021 Q1	$263K	Sell	8,926 -4,250	-32%	-$111K	0.1%	118
2020 Q4	$298K	Sell	13,176 -3,000	-19%	-$68.3K	0.11%	109
2020 Q3	$332K	Sell	16,176 -15,478	-49%	-$318K	0.13%	96
2020 Q2	$709K	Sell	31,654 -40,528	-56%	-$755K	0.31%	59
2020 Q1	$1.25M	Sell	72,182 -6,256	-8%	-$133K	0.59%	41
2019 Q4	$1.99M	Sell	78,438 -14,975	-16%	-$381K	0.62%	42
2019 Q3	$2.33M	Sell	93,413 -47,871	-34%	-$1.14M	0.77%	41
2019 Q2	$3.76M	Buy	141,284 +83	+0.1%	+$2.13K	1.36%	24
2019 Q1	$3.65M	Sell	141,201 -330	-0.2%	-$8.11K	1.48%	24
2018 Q4	$3.17M	Buy	141,531 +2,820	+2%	+$70.3K	1.38%	26
2018 Q3	$3.98M	Buy	138,711 +1,035	+0.8%	+$30.5K	1.59%	17
2018 Q2	$4.17M	Sell	137,676 -3,466	-2%	-$103K	1.73%	14
2018 Q1	$3.91M	Buy	141,142 +632	+0.4%	+$17.8K	1.65%	16
2017 Q4	$3.79M	Sell	140,510 -65	-0%	-$1.92K	1.5%	21
2017 Q3	$4.41M	Buy	140,575 +1,750	+1%	+$49K	1.8%	15
2017 Q2	$4.04M	Sell	138,825 -1,430	-1%	-$43.1K	1.69%	16
2017 Q1	$4.64M	Sell	140,255 -468	-0.3%	-$13.7K	1.95%	10
2016 Q4	$4.44M	Sell	140,723 -5,110	-4%	-$141K	2%	13
2016 Q3	$3.57M	Buy	145,833 +1,072	+0.7%	+$25.9K	1.55%	20
2016 Q2	$3.39M	Buy	144,761 +1,500	+1%	+$33.6K	1.45%	24
2016 Q1	$3.18M	Sell	143,261 -7,347	-5%	-$160K	1.41%	25
2015 Q4	$3.16M	Buy	150,608 +9,096	+6%	+$207K	1.56%	19
2015 Q3	$3.28M	Buy	141,512 +1,995	+1%	+$44.1K	1.55%	19
2015 Q2	$3.29M	Sell	139,517 -954	-0.7%	-$22.6K	1.51%	20
2015 Q1	$3.05M	Buy	140,471 +11,225	+9%	+$242K	1.31%	26
2014 Q4	$2.76M	Buy	129,246 +8,593	+7%	+$172K	1.24%	32
2014 Q3	$2.33M	Buy	120,653 +60,681	+101%	+$1.13M	1.12%	34
2014 Q2	$1.11M	Buy	+59,972	New	+$1.01M	0.55%	64

Other funds holding BHB

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Clean Yield Group's BHB Position: Q1 2026 in Review

Clean Yield Group held its Bar Harbor Bankshares (BHB) position steady in Q1 2026 at 1,500 shares worth $48.7K. The position accounts for 0.01% of the portfolio, ranked #230.

Clean Yield Group first reported a position in BHB in Q2 2014 and has held it in 48 quarters since. The position peaked at $4.64M in Q1 2017. 166 funds tracked by Wall St. Rank hold BHB as of Q1 2026.

Clean Yield Group held 1,500 shares of Bar Harbor Bankshares worth $48.7K as of Q1 2026.
Clean Yield Group left its Bar Harbor Bankshares share count unchanged in Q1 2026.
Bar Harbor Bankshares made up 0.01% of Clean Yield Group's portfolio in Q1 2026, its #230 holding.
Clean Yield Group first reported a position in Bar Harbor Bankshares in Q2 2014 and has held it in 48 quarters since.
Clean Yield Group's Bar Harbor Bankshares position peaked at $4.64M in Q1 2017.
166 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.