HAGER INVESTMENT MANAGEMENT SERVICES, LLC
Position in BHB — Bar Harbor Bankshares
CIK 2026645
NEW LONDON, NH
Position in BHB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$185,968
+$26,152 QoQ
Shares Held
4,925
0.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#127
of 176 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BHB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026HAGER INVESTMENT MANAGEMENT SERVICES, LLC holds $3,488,068 across 6 Banks - Regional names. BHB ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
38,224 | $2,678,355 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,544 | $380,163 | |
| 3 | MTB |
M&T Bank Corp
|
962 | $228,965 | |
| 4 | BHB |
Bar Harbor Bankshares
This page
|
4,925 | $185,968 | |
| 5 | FITB |
Fifth Third Bancorp
|
220 | $12,401 | |
| 6 | WBS |
Webster Financial Corp
|
29 | $2,216 |
All Filings in BHB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $185,968 | 4,925 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $159,816 | 4,925 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $152,921 | 4,925 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $150,015 | 4,925 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $147,553 | 4,925 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $145,287 | 4,925 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $150,606 | 4,925 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||