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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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
New York
$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
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
$116B AUM
26.37%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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