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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

Other funds holding BHB

BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FPH
Financial Planning Hawaii Honolulu, Hawaii $186M AUM
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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. 39 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.
  • 39 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.