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Root Financial Partners’s Bar Harbor Bankshares BHB Stock Holding History

Root Financial Partners’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 		– Sell
-16
Closed -$519 – 735
2026
Q1 		$519 Buy
+16
New +$527 ﹤0.01% 2849

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Root Financial Partners's BHB Position: Q2 2026 in Review

Root Financial Partners sold out of Bar Harbor Bankshares (BHB) in Q2 2026, closing a stake of 16 shares — an estimated $519 sold.

Root Financial Partners first reported a position in BHB in Q1 2026 and held it in 1 quarter. The position peaked at $519 in Q1 2026. 178 funds tracked by Wall St. Rank hold BHB as of Q2 2026.

  • Root Financial Partners reported no remaining Bar Harbor Bankshares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 16 Bar Harbor Bankshares shares in Q2 2026, an estimated $519.
  • Root Financial Partners first reported a position in Bar Harbor Bankshares in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Bar Harbor Bankshares position peaked at $519 in Q1 2026.
  • 178 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.