Prosperity Consulting Group’s Bar Harbor Bankshares BHB Stock Holding History

Prosperity Consulting Group’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	$253K	Sell	6,699 -388	-5%	-$13.6K	0.01%	532
2026 Q1	$230K	Sell	7,087 -627	-8%	-$20.6K	0.01%	477
2025 Q4	$240K	Sell	7,714 -856	-10%	-$26.1K	0.01%	453
2025 Q3	$261K	Sell	8,570 -234	-3%	-$7.32K	0.01%	440
2025 Q2	$264K	Sell	8,804 -343	-4%	-$10K	0.02%	392
2025 Q1	$270K	Sell	9,147 -675	-7%	-$21.1K	0.02%	381
2024 Q4	$300K	Sell	9,822 -437	-4%	-$14.5K	0.02%	377
2024 Q3	$316K	Sell	10,259 -4,430	-30%	-$133K	0.02%	366
2024 Q2	$395K	Buy	14,689 +3,790	+35%	+$96.9K	0.05%	219
2024 Q1	$289K	Buy	+10,899	New	+$284K	0.04%	283

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 $3.37T AUM 44.26% 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

Prosperity Consulting Group's BHB Position: Q2 2026 in Review

Prosperity Consulting Group reduced its Bar Harbor Bankshares (BHB) stake by 5.5% in Q2 2026, selling an estimated $13.6K and leaving 6,699 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #532.

Prosperity Consulting Group first reported a position in BHB in Q1 2024 and has held it in 10 quarters since. The position peaked at $395K in Q2 2024. 177 funds tracked by Wall St. Rank hold BHB as of Q2 2026.

Prosperity Consulting Group held 6,699 shares of Bar Harbor Bankshares worth $253K as of Q2 2026.
Prosperity Consulting Group sold 388 Bar Harbor Bankshares shares in Q2 2026, an estimated $13.6K.
Bar Harbor Bankshares made up 0.01% of Prosperity Consulting Group's portfolio in Q2 2026, its #532 holding.
Prosperity Consulting Group first reported a position in Bar Harbor Bankshares in Q1 2024 and has held it in 10 quarters since.
Prosperity Consulting Group's Bar Harbor Bankshares position peaked at $395K in Q2 2024.
177 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.