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Financial Planning Hawaii’s Bar Harbor Bankshares BHB Stock Holding History

Financial Planning Hawaii’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 		$448K Sell
11,855
-1,025
-8% -$36K 0.24% 81
2026
Q1 		$418K Hold
12,880
– – 0.25% 86
2025
Q4 		$400K Buy
+12,880
New +$392K 0.23% 90

Other funds holding BHB

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
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
DM
Delphi Management Brookline, Massachusetts $102M AUM 45.35% 1-Year Est. Return
SWM
Silverlake Wealth Management Williston, Vermont $528M AUM 22.11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Financial Planning Hawaii's BHB Position: Q2 2026 in Review

Financial Planning Hawaii reduced its Bar Harbor Bankshares (BHB) stake by 8% in Q2 2026, selling an estimated $36K and leaving 11,855 shares worth $448K. The position accounts for 0.24% of the portfolio, ranked #81.

Financial Planning Hawaii first reported a position in BHB in Q4 2025 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold BHB as of Q2 2026.

  • Financial Planning Hawaii held 11,855 shares of Bar Harbor Bankshares worth $448K as of Q2 2026.
  • Financial Planning Hawaii sold 1,025 Bar Harbor Bankshares shares in Q2 2026, an estimated $36K.
  • Bar Harbor Bankshares made up 0.24% of Financial Planning Hawaii's portfolio in Q2 2026, its #81 holding.
  • Financial Planning Hawaii first reported a position in Bar Harbor Bankshares in Q4 2025 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.