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Wealthspire Advisors (New York)’s Bar Harbor Bankshares BHB Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-450
Closed -$13.7K – 1239
2025
Q3 		$13.7K Buy
+450
New +$14.1K ﹤0.01% 1868

Other funds holding BHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (New York)'s BHB Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Bar Harbor Bankshares (BHB) in Q4 2025, closing a stake of 450 shares — an estimated $13.7K sold.

Wealthspire Advisors (New York) first reported a position in BHB in Q3 2025 and held it in 1 quarter. The position peaked at $13.7K in Q3 2025. 156 funds tracked by Wall St. Rank hold BHB as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Bar Harbor Bankshares position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 450 Bar Harbor Bankshares shares in Q4 2025, an estimated $13.7K.
  • Wealthspire Advisors (New York) first reported a position in Bar Harbor Bankshares in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Bar Harbor Bankshares position peaked at $13.7K in Q3 2025.
  • 156 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.