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

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

MassMutual Private Wealth & Trust's BHB Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Bar Harbor Bankshares (BHB) position steady in Q2 2026 at 662 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

MassMutual Private Wealth & Trust first reported a position in BHB in Q1 2024 and has held it in 10 quarters since. 178 funds tracked by Wall St. Rank hold BHB as of Q2 2026.

MassMutual Private Wealth & Trust held 662 shares of Bar Harbor Bankshares worth $25K as of Q2 2026.
MassMutual Private Wealth & Trust left its Bar Harbor Bankshares share count unchanged in Q2 2026.
Bar Harbor Bankshares made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1040 holding.
MassMutual Private Wealth & Trust first reported a position in Bar Harbor Bankshares in Q1 2024 and has held it in 10 quarters since.
178 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.