True Wealth Design
BHB icon

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
Q3 		$233 Hold
6
– – ﹤0.01% 2323
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

Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $655M AUM 21.88% 1-Year Est. Return
Financial Planning Hawaii
Financial Planning Hawaii Honolulu, Hawaii $185M AUM 19.16% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Certior Financial Group
Certior Financial Group King Of Prussia, Pennsylvania $184M AUM 12.97% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

True Wealth Design's BHB Position: Q3 2026 in Review

True Wealth Design held its Bar Harbor Bankshares (BHB) position steady in Q3 2026 at 6 shares worth $233. The position accounts for ﹤0.01% of the portfolio, ranked #2323.

True Wealth Design first reported a position in BHB in Q1 2025 and has held it in 7 quarters since. 24 funds tracked by Wall St. Rank hold BHB as of Q3 2026.

  • True Wealth Design held 6 shares of Bar Harbor Bankshares worth $233 as of Q3 2026.
  • True Wealth Design left its Bar Harbor Bankshares share count unchanged in Q3 2026.
  • Bar Harbor Bankshares made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2323 holding.
  • True Wealth Design first reported a position in Bar Harbor Bankshares in Q1 2025 and has held it in 7 quarters since.
  • 24 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.