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Rothschild Investment LLC’s Bar Harbor Bankshares BHB Stock Holding History

Rothschild Investment LLC’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 		$2.15K Buy
57
+50
+714% +$1.76K ﹤0.01% 2730
2026
Q1 		$227 Hold
7
– – ﹤0.01% 3283
2025
Q4 		$217 Buy
+7
New +$213 ﹤0.01% 3099
2024
Q4 		– Sell
-5
Closed -$154 – 2964
2024
Q3 		$154 Buy
+5
New +$150 ﹤0.01% 2755

Other funds holding BHB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Rothschild Investment LLC's BHB Position: Q2 2026 in Review

Rothschild Investment LLC increased its Bar Harbor Bankshares (BHB) stake by 714% in Q2 2026, buying an estimated $1.76K and bringing the position to 57 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2730.

Rothschild Investment LLC first reported a position in BHB in Q3 2024 and has held it in 4 quarters since. 178 funds tracked by Wall St. Rank hold BHB as of Q2 2026.

  • Rothschild Investment LLC held 57 shares of Bar Harbor Bankshares worth $2.15K as of Q2 2026.
  • Rothschild Investment LLC bought 50 Bar Harbor Bankshares shares in Q2 2026, an estimated $1.76K.
  • Bar Harbor Bankshares made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2730 holding.
  • Rothschild Investment LLC first reported a position in Bar Harbor Bankshares in Q3 2024 and has held it in 4 quarters since.
  • 178 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.