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

Medallion 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
2026
Q1 		$19.3K Hold
595
– – 0.01% 658
2025
Q4 		$18.5K Hold
595
– – 0.01% 650
2025
Q3 		$18.1K Hold
595
– – 0.01% 646
2025
Q2 		$18.4K Hold
595
– – 0.01% 633
2025
Q1 		$17.7K Hold
595
– – 0.01% 594
2024
Q4 		$18.2K Buy
+595
New +$19.7K 0.01% 572

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

Medallion Wealth Advisors's BHB Position: Q1 2026 in Review

Medallion Wealth Advisors held its Bar Harbor Bankshares (BHB) position steady in Q1 2026 at 595 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #658.

Medallion Wealth Advisors first reported a position in BHB in Q4 2024 and has held it in 6 quarters since. 166 funds tracked by Wall St. Rank hold BHB as of Q1 2026.

  • Medallion Wealth Advisors held 595 shares of Bar Harbor Bankshares worth $19.3K as of Q1 2026.
  • Medallion Wealth Advisors left its Bar Harbor Bankshares share count unchanged in Q1 2026.
  • Bar Harbor Bankshares made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #658 holding.
  • Medallion Wealth Advisors first reported a position in Bar Harbor Bankshares in Q4 2024 and has held it in 6 quarters since.
  • 166 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.