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Kingswood Wealth Advisors’s Bar Harbor Bankshares BHB Stock Holding History

Kingswood Wealth 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
2025
Q1 		– Sell
-7,900
Closed -$242K – 732
2024
Q4 		$242K Buy
+7,900
New +$261K 0.02% 680

Other funds holding BHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Kingswood Wealth Advisors's BHB Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Bar Harbor Bankshares (BHB) in Q1 2025, closing a stake of 7,900 shares — an estimated $242K sold.

Kingswood Wealth Advisors first reported a position in BHB in Q4 2024 and held it in 1 quarter. The position peaked at $242K in Q4 2024. 140 funds tracked by Wall St. Rank hold BHB as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining Bar Harbor Bankshares position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 7,900 Bar Harbor Bankshares shares in Q1 2025, an estimated $242K.
  • Kingswood Wealth Advisors first reported a position in Bar Harbor Bankshares in Q4 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Bar Harbor Bankshares position peaked at $242K in Q4 2024.
  • 140 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.