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IFP Advisors’s Bar Harbor Bankshares BHB Stock Holding History

IFP Advisors’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 		$48K Buy
1,270
+122
+11% +$4.29K ﹤0.01% 2429
2026
Q1 		$37.3K Hold
1,148
– – ﹤0.01% 2413
2025
Q4 		$35.6K Buy
1,148
+16
+1% +$487 ﹤0.01% 2384
2025
Q3 		$34.5K Buy
1,132
+22
+2% +$688 ﹤0.01% 2273
2025
Q2 		$34.3K Sell
1,110
-15
-1% -$439 ﹤0.01% 2253
2025
Q1 		$33.2K Hold
1,125
– – ﹤0.01% 2072
2024
Q4 		$34.4K Hold
1,125
– – ﹤0.01% 2015
2024
Q3 		$34.7K Hold
1,125
– – ﹤0.01% 1890
2024
Q2 		$30.2K Hold
1,125
– – ﹤0.01% 1891
2024
Q1 		$29.8K Hold
1,125
– – ﹤0.01% 1793
2023
Q4 		$33K Hold
1,125
– – ﹤0.01% 1717
2023
Q3 		$26.6K Buy
+1,125
New +$28.3K ﹤0.01% 1805

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

IFP Advisors's BHB Position: Q2 2026 in Review

IFP Advisors increased its Bar Harbor Bankshares (BHB) stake by 11% in Q2 2026, buying an estimated $4.29K and bringing the position to 1,270 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #2429.

IFP Advisors first reported a position in BHB in Q3 2023 and has held it in 12 quarters since. 177 funds tracked by Wall St. Rank hold BHB as of Q2 2026.

  • IFP Advisors held 1,270 shares of Bar Harbor Bankshares worth $48K as of Q2 2026.
  • IFP Advisors bought 122 Bar Harbor Bankshares shares in Q2 2026, an estimated $4.29K.
  • Bar Harbor Bankshares made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2429 holding.
  • IFP Advisors first reported a position in Bar Harbor Bankshares in Q3 2023 and has held it in 12 quarters since.
  • 177 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.