EverSource Wealth Advisors’s Bar Harbor Bankshares BHB Stock Holding History

EverSource Wealth 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	$2.15K	Buy	57 +43	+307%	+$1.51K	﹤0.01%	3696
2026 Q1	$454	Buy	14 +5	+56%	+$165	﹤0.01%	4084
2025 Q4	$279	Sell	9 -397	-98%	-$12.1K	﹤0.01%	3979
2025 Q3	$12.4K	Buy	406 +5	+1%	+$156	﹤0.01%	2697
2025 Q2	$12K	Buy	401 +398	+13,267%	+$11.7K	﹤0.01%	2683
2025 Q1	$89	Buy	+3	New	+$94	﹤0.01%	3845

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's BHB Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Bar Harbor Bankshares (BHB) stake by 307% in Q2 2026, buying an estimated $1.51K and bringing the position to 57 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #3696.

EverSource Wealth Advisors first reported a position in BHB in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.4K in Q3 2025. 178 funds tracked by Wall St. Rank hold BHB as of Q2 2026.

EverSource Wealth Advisors held 57 shares of Bar Harbor Bankshares worth $2.15K as of Q2 2026.
EverSource Wealth Advisors bought 43 Bar Harbor Bankshares shares in Q2 2026, an estimated $1.51K.
Bar Harbor Bankshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3696 holding.
EverSource Wealth Advisors first reported a position in Bar Harbor Bankshares in Q1 2025 and has held it in 6 quarters since.
EverSource Wealth Advisors's Bar Harbor Bankshares position peaked at $12.4K in Q3 2025.
178 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.