Equitable Trust’s Bar Harbor Bankshares BHB Stock Holding History

Equitable Trust’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	$364K	Buy	+9,650	New	+$339K	0.02%	360

Other funds holding BHB

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Financial Planning Hawaii Honolulu, Hawaii $186M AUM

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return

Equitable Trust's BHB Position: Q2 2026 in Review

Equitable Trust opened a new position in Bar Harbor Bankshares (BHB) in Q2 2026: 9,650 shares worth $364K. The stake represents 0.02% of the portfolio and ranks #360 among its holdings.

32 funds tracked by Wall St. Rank hold BHB as of Q2 2026.

Equitable Trust held 9,650 shares of Bar Harbor Bankshares worth $364K as of Q2 2026.
Bar Harbor Bankshares was a new Equitable Trust position in Q2 2026.
Bar Harbor Bankshares made up 0.02% of Equitable Trust's portfolio in Q2 2026, its #360 holding.
32 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.