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Stifel Financial’s
Bar Harbor Bankshares
BHB
Stock Holding History
Stifel Financial’s Portfolio
BHB Stock Details
BHB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$618K
Sell
19,055
-21,989
-54%
-$724K
﹤0.01%
2734
2025
Q4
$1.27M
Buy
41,044
+33,727
+461%
+$1.03M
﹤0.01%
2276
2025
Q3
$223K
Buy
+7,317
New
+$229K
﹤0.01%
3282
2023
Q1
–
Sell
-9,250
Closed
-$296K
–
3330
2022
Q4
$296K
Hold
9,250
–
–
﹤0.01%
2779
2022
Q3
$245K
Hold
9,250
–
–
﹤0.01%
2842
2022
Q2
$239K
Hold
9,250
–
–
﹤0.01%
2870
2022
Q1
$265K
Hold
9,250
–
–
﹤0.01%
2957
2021
Q4
$268K
Hold
9,250
–
–
﹤0.01%
2979
2021
Q3
$259K
Hold
9,250
–
–
﹤0.01%
2994
2021
Q2
$265K
Hold
9,250
–
–
﹤0.01%
2979
2021
Q1
$272K
Hold
9,250
–
–
﹤0.01%
2843
2020
Q4
$209K
Buy
+9,250
New
+$211K
﹤0.01%
2799
2020
Q3
–
Sell
-9,250
Closed
-$207K
–
2891
2020
Q2
$207K
Buy
+9,250
New
+$172K
﹤0.01%
2569
2020
Q1
–
Sell
-8,800
Closed
-$224K
–
2833
2019
Q4
$224K
Hold
8,800
–
–
﹤0.01%
2696
2019
Q3
$219K
Sell
8,800
-1,000
-10%
-$23.9K
﹤0.01%
2608
2019
Q2
$261K
Buy
+9,800
New
+$251K
﹤0.01%
2569
2017
Q2
–
Sell
-7,563
Closed
-$250K
–
2566
2017
Q1
$250K
Buy
+7,563
New
+$222K
﹤0.01%
2199
Other funds holding BHB
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
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
$116B AUM
26.37%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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