Covestor’s Bar Harbor Bankshares BHB Stock Holding History

Covestor’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	$0	Buy	+2	New	+$70	﹤0.01%	2493
2025 Q4	–	Sell	-3	Closed	-$91	–	2272
2025 Q3	$0	Buy	3 +1	+50%	+$31	﹤0.01%	2294
2025 Q2	$0	Sell	2 -4	-67%	-$117	﹤0.01%	2213
2025 Q1	$0	Sell	6 -2	-25%	-$62	﹤0.01%	2223
2024 Q4	$0	Sell	8 -5	-38%	-$165	﹤0.01%	2240
2024 Q3	$0	Sell	13 -6	-32%	-$180	﹤0.01%	2222
2024 Q2	$1K	Buy	19 +12	+171%	+$307	﹤0.01%	1933
2024 Q1	$0	Buy	+7	New	+$183	﹤0.01%	2239
2023 Q3	–	Sell	-3	Closed	-$76	–	2118
2023 Q2	$0	Buy	+3	New	+$74	﹤0.01%	2135
2023 Q1	–	Sell	-2	Closed	-$59	–	2024
2022 Q4	$0	Sell	2 -1	-33%	-$30	﹤0.01%	2072
2022 Q3	$0	Buy	+3	New	+$84	﹤0.01%	1996

Other funds holding BHB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Covestor's BHB Position: Q2 2026 in Review

Covestor opened a new position in Bar Harbor Bankshares (BHB) in Q2 2026: 2 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #2493 among its holdings. This is a return to the name: Covestor previously reported a position in BHB as recently as Q3 2025.

Covestor first reported a position in BHB in Q3 2022 and has held it in 11 quarters since. The position peaked at $1K in Q2 2024. 178 funds tracked by Wall St. Rank hold BHB as of Q2 2026.

Covestor held 2 shares of Bar Harbor Bankshares worth $0 as of Q2 2026.
Bar Harbor Bankshares was a new Covestor position in Q2 2026.
Bar Harbor Bankshares made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2493 holding.
Covestor first reported a position in Bar Harbor Bankshares in Q3 2022 and has held it in 11 quarters since.
Covestor's Bar Harbor Bankshares position peaked at $1K in Q2 2024.
178 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.