Focus Partners Wealth
BHB icon

Focus Partners Wealth’s Bar Harbor Bankshares BHB Stock Holding History

Focus Partners Wealth’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 		$582K Sell
15,417
-1,049
-6% -$36.9K ﹤0.01% 1896
2026
Q1 		$534K Buy
16,466
+133
+0.8% +$4.38K ﹤0.01% 1892
2025
Q4 		$507K Sell
16,333
-74,537
-82% -$2.27M ﹤0.01% 1943
2025
Q3 		$5.6M Buy
90,870
+74,638
+460% +$2.33M 0.01% 713
2025
Q2 		$486K Buy
16,232
+41
+0.3% +$1.2K ﹤0.01% 1453
2025
Q1 		$478K Buy
16,191
+1
+0% +$31 ﹤0.01% 1365
2024
Q4 		$495K Buy
16,190
+42
+0.3% +$1.39K ﹤0.01% 1328
2024
Q3 		$498K Buy
+16,148
New +$485K ﹤0.01% 1153
2024
Q2 		– Sell
-16,148
Closed -$428K – 1240
2024
Q1 		$428K Hold
16,148
– – ﹤0.01% 753
2023
Q4 		$474K Buy
+16,148
New +$423K 0.01% 587

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

Focus Partners Wealth's BHB Position: Q2 2026 in Review

Focus Partners Wealth reduced its Bar Harbor Bankshares (BHB) stake by 6.4% in Q2 2026, selling an estimated $36.9K and leaving 15,417 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #1896.

Focus Partners Wealth first reported a position in BHB in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.6M in Q3 2025. 177 funds tracked by Wall St. Rank hold BHB as of Q2 2026.

  • Focus Partners Wealth held 15,417 shares of Bar Harbor Bankshares worth $582K as of Q2 2026.
  • Focus Partners Wealth sold 1,049 Bar Harbor Bankshares shares in Q2 2026, an estimated $36.9K.
  • Bar Harbor Bankshares made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1896 holding.
  • Focus Partners Wealth first reported a position in Bar Harbor Bankshares in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Bar Harbor Bankshares position peaked at $5.6M in Q3 2025.
  • 177 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.