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

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

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. 178 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.
178 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.