Creative Planning
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Creative Planning’s Bar Harbor Bankshares BHB Stock Holding History

Creative Planning’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 		$789K Buy
20,892
+2,744
+15% +$96.5K ﹤0.01% 2844
2026
Q1 		$589K Buy
18,148
+607
+3% +$20K ﹤0.01% 2889
2025
Q4 		$545K Sell
17,541
-4,785
-21% -$146K ﹤0.01% 2767
2025
Q3 		$680K Buy
22,326
+1,277
+6% +$39.9K ﹤0.01% 2457
2025
Q2 		$631K Sell
21,049
-2,130
-9% -$62.4K ﹤0.01% 2258
2025
Q1 		$684K Buy
23,179
+4,971
+27% +$155K ﹤0.01% 2019
2024
Q4 		$557K Buy
18,208
+5,418
+42% +$179K ﹤0.01% 2124
2024
Q3 		$394K Buy
+12,790
New +$384K ﹤0.01% 2305

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

Creative Planning's BHB Position: Q2 2026 in Review

Creative Planning increased its Bar Harbor Bankshares (BHB) stake by 15% in Q2 2026, buying an estimated $96.5K and bringing the position to 20,892 shares worth $789K. The position accounts for ﹤0.01% of the portfolio, ranked #2844.

Creative Planning first reported a position in BHB in Q3 2024 and has held it in 8 quarters since. 178 funds tracked by Wall St. Rank hold BHB as of Q2 2026.

  • Creative Planning held 20,892 shares of Bar Harbor Bankshares worth $789K as of Q2 2026.
  • Creative Planning bought 2,744 Bar Harbor Bankshares shares in Q2 2026, an estimated $96.5K.
  • Bar Harbor Bankshares made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2844 holding.
  • Creative Planning first reported a position in Bar Harbor Bankshares in Q3 2024 and has held it in 8 quarters since.
  • 178 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.