MassMutual Private Wealth & Trust’s Bar Harbor Bankshares BHB Stock Holding History

MassMutual Private Wealth & Trust’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	$25K	Hold	662	–	–	﹤0.01%	1040
2026 Q1	$21.5K	Hold	662	–	–	﹤0.01%	1055
2025 Q4	$20.6K	Hold	662	–	–	﹤0.01%	1107
2025 Q3	$20.2K	Hold	662	–	–	﹤0.01%	1114
2025 Q2	$19.8K	Hold	662	–	–	﹤0.01%	1110
2025 Q1	$19.5K	Hold	662	–	–	﹤0.01%	1036
2024 Q4	$20.2K	Buy	662 +192	+41%	+$6.35K	﹤0.01%	1002
2024 Q3	$14.5K	Buy	470 +31	+7%	+$931	﹤0.01%	1005
2024 Q2	$11.8K	Buy	439 +429	+4,290%	+$11K	﹤0.01%	1034
2024 Q1	$265	Buy	+10	New	+$261	﹤0.01%	1959

Other funds holding BHB

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

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

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

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

Wealth Enhancement Advisory Services

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

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return