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Means Investment Company’s Bar Harbor Bankshares BHB Stock Holding History

Means Investment Company’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
Q1 		$545K Sell
16,802
-1,002
-6% -$33K 0.05% 122
2025
Q4 		$553K Sell
17,804
-5,789
-25% -$176K 0.05% 120
2025
Q3 		$719K Sell
23,593
-2,545
-10% -$79.6K 0.06% 105
2025
Q2 		$783K Buy
26,138
+50
+0.2% +$1.46K 0.07% 102
2025
Q1 		$770K Sell
26,088
-3,754
-13% -$117K 0.08% 101
2024
Q4 		$913K Sell
29,842
-230
-0.8% -$7.61K 0.1% 102
2024
Q3 		$927K Buy
30,072
+3,685
+14% +$111K 0.1% 96
2024
Q2 		$709K Sell
26,387
-3,923
-13% -$100K 0.08% 104
2024
Q1 		$803K Buy
30,310
+73
+0.2% +$1.9K 0.1% 100
2023
Q4 		$888K Sell
30,237
-6,763
-18% -$177K 0.13% 98
2023
Q3 		$874K Sell
37,000
-135
-0.4% -$3.4K 0.14% 96
2023
Q2 		$915K Sell
37,135
-37,229
-50% -$919K 0.14% 96
2023
Q1 		$1.97M Buy
74,364
+45
+0.1% +$1.33K 0.35% 59
2022
Q4 		$2.38M Buy
74,319
+216
+0.3% +$6.45K 0.48% 47
2022
Q3 		$1.97M Buy
74,103
+18
+0% +$506 0.43% 51
2022
Q2 		$1.92M Buy
74,085
+1,110
+2% +$29.4K 0.41% 52
2022
Q1 		$2.09M Sell
72,975
-273
-0.4% -$8.13K 0.38% 57
2021
Q4 		$2.12M Buy
73,248
+92
+0.1% +$2.71K 0.37% 56
2021
Q3 		$2.05M Buy
73,156
+99
+0.1% +$2.74K 0.41% 50
2021
Q2 		$2.09M Buy
73,057
+3,800
+5% +$112K 0.42% 51
2021
Q1 		$2.04M Sell
69,257
-1,058
-2% -$27.6K 0.46% 50
2020
Q4 		$1.71M Buy
70,315
+5,438
+8% +$124K 0.39% 52
2020
Q3 		$1.35M Buy
64,877
+2,964
+5% +$60.9K 0.37% 52
2020
Q2 		$1.34M Sell
61,913
-11,064
-15% -$206K 0.42% 52
2020
Q1 		$1.18M Sell
72,977
-23,711
-25% -$505K 0.46% 53
2019
Q4 		$2.3M Buy
96,688
+45,796
+90% +$1.17M 0.77% 39
2019
Q3 		$1.31M Sell
50,892
-43,692
-46% -$1.04M 0.5% 55
2019
Q2 		$2.45M Buy
94,584
+45,699
+93% +$1.17M 1.01% 26
2019
Q1 		$1.26M Buy
48,885
+17
+0% +$418 0.56% 54
2018
Q4 		$1.1M Buy
+48,868
New +$1.22M 0.61% 49

Other funds holding BHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Means Investment Company's BHB Position: Q1 2026 in Review

Means Investment Company reduced its Bar Harbor Bankshares (BHB) stake by 5.6% in Q1 2026, selling an estimated $33K and leaving 16,802 shares worth $545K. The position accounts for 0.05% of the portfolio, ranked #122.

Means Investment Company first reported a position in BHB in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.45M in Q2 2019. 166 funds tracked by Wall St. Rank hold BHB as of Q1 2026.

  • Means Investment Company held 16,802 shares of Bar Harbor Bankshares worth $545K as of Q1 2026.
  • Means Investment Company sold 1,002 Bar Harbor Bankshares shares in Q1 2026, an estimated $33K.
  • Bar Harbor Bankshares made up 0.05% of Means Investment Company's portfolio in Q1 2026, its #122 holding.
  • Means Investment Company first reported a position in Bar Harbor Bankshares in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's Bar Harbor Bankshares position peaked at $2.45M in Q2 2019.
  • 166 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.