Integrated Wealth Concepts’s Bar Harbor Bankshares BHB Stock Holding History

Integrated Wealth Concepts’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	$11.6K	Buy	+308	New	+$10.8K	﹤0.01%	4467

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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's BHB Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Bar Harbor Bankshares (BHB) in Q2 2026: 308 shares worth $11.6K. The stake represents ﹤0.01% of the portfolio and ranks #4467 among its holdings.

177 funds tracked by Wall St. Rank hold BHB as of Q2 2026.

Integrated Wealth Concepts held 308 shares of Bar Harbor Bankshares worth $11.6K as of Q2 2026.
Bar Harbor Bankshares was a new Integrated Wealth Concepts position in Q2 2026.
Bar Harbor Bankshares made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4467 holding.
177 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q2 2026.

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