SVB Wealth’s Bar Harbor Bankshares BHB Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-59	Closed	-$1.74K	–	634
2025 Q1	$1.74K	Buy	+59	New	+$1.84K	﹤0.01%	1261

Other funds holding BHB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SVB Wealth's BHB Position: Q2 2025 in Review

SVB Wealth sold out of Bar Harbor Bankshares (BHB) in Q2 2025, closing a stake of 59 shares — an estimated $1.74K sold.

SVB Wealth first reported a position in BHB in Q1 2025 and held it in 1 quarter. The position peaked at $1.74K in Q1 2025. 139 funds tracked by Wall St. Rank hold BHB as of Q2 2025.

SVB Wealth reported no remaining Bar Harbor Bankshares position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 59 Bar Harbor Bankshares shares in Q2 2025, an estimated $1.74K.
SVB Wealth first reported a position in Bar Harbor Bankshares in Q1 2025 and held it in 1 quarter.
SVB Wealth's Bar Harbor Bankshares position peaked at $1.74K in Q1 2025.
139 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.