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Essential Partners’s Bar Harbor Bankshares BHB Stock Holding History

Essential Partners’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 		$4.46K Buy
118
+88
+293% +$3.09K ﹤0.01% 1603
2026
Q1 		$974 Buy
30
+1
+3% +$33 ﹤0.01% 2255
2025
Q4 		$900 Sell
29
-108
-79% -$3.29K ﹤0.01% 2064
2025
Q3 		$4.17K Buy
137
+129
+1,613% +$4.03K ﹤0.01% 1496
2025
Q2 		$240 Buy
+8
New +$234 ﹤0.01% 1903

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 $3.38T AUM 44.17% 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

Essential Partners's BHB Position: Q2 2026 in Review

Essential Partners increased its Bar Harbor Bankshares (BHB) stake by 293% in Q2 2026, buying an estimated $3.09K and bringing the position to 118 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

Essential Partners first reported a position in BHB in Q2 2025 and has held it in 5 quarters since. 178 funds tracked by Wall St. Rank hold BHB as of Q2 2026.

  • Essential Partners held 118 shares of Bar Harbor Bankshares worth $4.46K as of Q2 2026.
  • Essential Partners bought 88 Bar Harbor Bankshares shares in Q2 2026, an estimated $3.09K.
  • Bar Harbor Bankshares made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1603 holding.
  • Essential Partners first reported a position in Bar Harbor Bankshares in Q2 2025 and has held it in 5 quarters since.
  • 178 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.