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Clearstead Advisors’s Bar Harbor Bankshares BHB Stock Holding History

Clearstead Advisors’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 		$4.04K Buy
+107
New +$3.76K ﹤0.01% 2255
2026
Q1 		– Sell
-1,384
Closed -$43K – 2318
2025
Q4 		$43K Buy
1,384
+911
+193% +$27.7K ﹤0.01% 1465
2025
Q3 		$14.4K Hold
473
– – ﹤0.01% 1786
2025
Q2 		$14.2K Buy
+473
New +$13.8K ﹤0.01% 1759

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
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

Clearstead Advisors's BHB Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Bar Harbor Bankshares (BHB) in Q2 2026: 107 shares worth $4.04K. The stake represents ﹤0.01% of the portfolio and ranks #2255 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in BHB as recently as Q4 2025.

Clearstead Advisors first reported a position in BHB in Q2 2025 and has held it in 4 quarters since. The position peaked at $43K in Q4 2025. 177 funds tracked by Wall St. Rank hold BHB as of Q2 2026.

  • Clearstead Advisors held 107 shares of Bar Harbor Bankshares worth $4.04K as of Q2 2026.
  • Bar Harbor Bankshares was a new Clearstead Advisors position in Q2 2026.
  • Bar Harbor Bankshares made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2255 holding.
  • Clearstead Advisors first reported a position in Bar Harbor Bankshares in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Bar Harbor Bankshares position peaked at $43K in Q4 2025.
  • 177 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.