Root Financial Partners
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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
Q3 		$2.2K Buy
+57
New +$2.24K ﹤0.01% 2601
2026
Q2 		– Sell
-16
Closed -$519 – 735
2026
Q1 		$519 Buy
+16
New +$527 ﹤0.01% 2849

Other funds holding BHB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM 24.08% 1-Year Est. Return
Coston McIsaac & Partners
Coston McIsaac & Partners Bar Harbor, Maine $491M AUM 7.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Root Financial Partners's BHB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Bar Harbor Bankshares (BHB) in Q3 2026: 57 shares worth $2.2K. The stake represents ﹤0.01% of the portfolio and ranks #2601 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BHB as recently as Q1 2026.

Root Financial Partners first reported a position in BHB in Q1 2026 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold BHB as of Q3 2026.

  • Root Financial Partners held 57 shares of Bar Harbor Bankshares worth $2.2K as of Q3 2026.
  • Bar Harbor Bankshares was a new Root Financial Partners position in Q3 2026.
  • Bar Harbor Bankshares made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2601 holding.
  • Root Financial Partners first reported a position in Bar Harbor Bankshares in Q1 2026 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.