Position in BHB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$10,950
+$1,540 QoQ
Shares Held
290
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#153
of 176 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in BHB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Mascoma Wealth Management LLC holds $310,734 across 8 Banks - Regional names. BHB ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EBC |
Eastern Bankshares, Inc.
|
9,912 | $220,442 | |
| 2 | MTB |
M&T Bank Corp
|
253 | $60,216 | |
| 3 | USB |
US Bancorp \De\
|
235 | $14,194 | |
| 4 | BHB |
Bar Harbor Bankshares
This page
|
290 | $10,950 | |
| 5 | FITB |
Fifth Third Bancorp
|
41 | $2,311 | |
| 6 | BAP |
Credicorp Ltd
|
4 | $1,558 | |
| 7 | UMBF |
Umb Financial Corp
|
4 | $571 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
2 | $492 |
All Filings in BHB
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,950 | 290 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $9,410 | 290 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $9,004 | 290 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $73,926 | 2,427 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $9,347 | 312 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,041 | 137 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,189 | 137 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,225 | 137 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,682 | 137 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,627 | 137 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $39,019 | 1,329 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $31,380 | 1,328 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $32,697 | 1,327 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $39,675 | 1,500 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $48,027 | 1,499 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $39,753 | 1,499 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $38,738 | 1,498 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $42,844 | 1,497 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $43,279 | 1,496 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $41,934 | 1,495 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $43,924 | 1,493 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||