Hager Investment Management Services’s Bar Harbor Bankshares BHB Stock Holding History

Hager Investment Management Services’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	$186K	Hold	4,925	–	–	0.09%	96
2026 Q1	$160K	Hold	4,925	–	–	0.09%	94
2025 Q4	$153K	Hold	4,925	–	–	0.08%	95
2025 Q3	$150K	Hold	4,925	–	–	0.08%	102
2025 Q2	$148K	Hold	4,925	–	–	0.09%	99
2025 Q1	$145K	Hold	4,925	–	–	0.1%	101
2024 Q4	$151K	Buy	+4,925	New	+$163K	0.09%	100

Other funds holding BHB

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

FPH

Financial Planning Hawaii Honolulu, Hawaii $186M AUM

CFSG

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hager Investment Management Services's BHB Position: Q2 2026 in Review

Hager Investment Management Services held its Bar Harbor Bankshares (BHB) position steady in Q2 2026 at 4,925 shares worth $186K. The position accounts for 0.09% of the portfolio, ranked #96.

Hager Investment Management Services first reported a position in BHB in Q4 2024 and has held it in 7 quarters since. 32 funds tracked by Wall St. Rank hold BHB as of Q2 2026.

Hager Investment Management Services held 4,925 shares of Bar Harbor Bankshares worth $186K as of Q2 2026.
Hager Investment Management Services left its Bar Harbor Bankshares share count unchanged in Q2 2026.
Bar Harbor Bankshares made up 0.09% of Hager Investment Management Services's portfolio in Q2 2026, its #96 holding.
Hager Investment Management Services first reported a position in Bar Harbor Bankshares in Q4 2024 and has held it in 7 quarters since.
32 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.