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True Wealth Design’s Bar Harbor Bankshares BHB Stock Holding History

True Wealth Design’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 		$227 Buy
6
+4
+200% +$141 ﹤0.01% 2419
2026
Q1 		$65 Hold
2
– – ﹤0.01% 2530
2025
Q4 		$63 Sell
2
-2
-50% -$61 ﹤0.01% 2398
2025
Q3 		$122 Buy
4
+1
+33% +$31 ﹤0.01% 2413
2025
Q2 		$90 Sell
3
-1
-25% -$29 ﹤0.01% 2269
2025
Q1 		$118 Buy
+4
New +$125 ﹤0.01% 2141

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 $3.37T AUM 44.26% 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

True Wealth Design's BHB Position: Q2 2026 in Review

True Wealth Design increased its Bar Harbor Bankshares (BHB) stake by 200% in Q2 2026, buying an estimated $141 and bringing the position to 6 shares worth $227. The position accounts for ﹤0.01% of the portfolio, ranked #2419.

True Wealth Design first reported a position in BHB in Q1 2025 and has held it in 6 quarters since. 177 funds tracked by Wall St. Rank hold BHB as of Q2 2026.

  • True Wealth Design held 6 shares of Bar Harbor Bankshares worth $227 as of Q2 2026.
  • True Wealth Design bought 4 Bar Harbor Bankshares shares in Q2 2026, an estimated $141.
  • Bar Harbor Bankshares made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2419 holding.
  • True Wealth Design first reported a position in Bar Harbor Bankshares in Q1 2025 and has held it in 6 quarters since.
  • 177 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.