Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bar Hbr Bankshares (BHB)

172 + Investors. Track Smart Money conviction in BHB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
4Q ▲
Buyers last Q
62%

Smart Money Signals — BHB

Based on 175 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added BHB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
175 hedge funds hold BHB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +33% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+33% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 62% buying

98 buying60 selling
Last quarter: 98 funds were net buyers (29 opened a brand new position + 69 added to an existing one). Only 60 were sellers (40 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~29 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 25 → 29 → 29. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 21% medium ■ 27% new
91 out of 175 hedge funds have held BHB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +28% but shares only +11% — price-driven

Value
+27%
Shares
+10%
Last quarter: the total dollar value of institutional holdings rose +28%, but actual share count only changed +11%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

13 → 21 → 25 → 29 → 29 new funds/Q
New funds entering each quarter: 21 → 25 → 29 → 29. A growing number of institutions are discovering BHB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 53% veterans vs 31% newcomers

■ 53% veterans ■ 16% 1-2yr ■ 31% new
Entry-cohort mix of 176 holders: 94 (53%) are 2+ year veterans, 28 entered 1–2 years ago, and 54 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
45 of 175 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in BHB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BHB

In 2026 Q2, 98 hedge funds were net buyers of BHB (29 opened a new position, 69 added to an existing one), while 60 reduced or exited (40 trimmed, 20 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 60% of total institutional value in BHB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 175.

Hedge Fund Ownership: BHB

How many hedge funds hold BHB — quarterly history vs. share price
Quarterly hedge fund ownership of BHB vs. share price

Market Analysis: BHB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BHB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Bar Hbr Bankshares (BHB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BHB has moved relative to its sector benchmark (XLF) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 87d ago
BHB
+5.2%
XLF
+2.1%

BHB outperformed XLF by +3.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 42d ago
BHB
-1.3%
XLF
-5.8%

Since the filing became public, BHB outperformed XLF by +4.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: BHB
172 + Investors

Track Smart Money conviction in BHB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 172 166 3.61%
13F Shares 11M 10M 10.62%
Total Value $387M $303M 27.78%
New Positions 28 29 -1
Increased Positions 68 53 +15
Closed Positions 22 19 +3
Reduced Positions 38 34 +4
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BHB

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

172 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BHB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BHB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Elizabeth Park Capital Advisors, Ltd. 2.02% 77,623 $2.9M
2 Semanteon Capital Management, LP 1.03% 6,059 $229K
3 J.M. Arbour, LLC 0.82% 25,073 $947K
4 Bar Harbor Wealth Management 0.78% 385,171 $14.5M
5 Coston, McIsaac & Partners 0.57% 75,613 $2.9M
6 Private Capital Management, LLC 0.44% 133,185 $5.0M
7 North Star Investment Management Corp. 0.30% 145,580 $5.5M
8 Polaris Capital Management, LLC 0.28% 79,900 $3.0M
9 Carl P. Sherr & Co., LLC 0.28% 17,799 $672K
10 Financial Planning Hawaii, Inc. 0.24% 11,855 $448K
11 First Bancorp, Inc /ME/ 0.23% 15,125 $571K
12 RBF Capital, LLC 0.21% 133,270 $5.0M
13 Silverlake Wealth Management LLC 0.20% 27,609 $1.0M
14 Brendel Financial Advisors LLC 0.17% 9,963 $376K
15 De Lisle Partners LLP 0.13% 32,738 $1.2M
16 Certior Financial Group, LLC 0.12% 5,777 $218K
17 Odyssean, LLC 0.12% 19,123 $722K
18 Trust Co of Vermont 0.11% 76,391 $2.9M
19 Naples Global Advisors, LLC 0.09% 37,373 $1.4M
20 Hager Investment Management Services, LLC 0.09% 4,925 $186K
21 Bridgeway Capital Management, LLC 0.08% 123,278 $4.7M
22 Wellington Shields Capital Management, LLC 0.08% 16,875 $637K
23 Community Financial Services Group, LLC 0.06% 11,344 $438K
24 Inceptionr LLC 0.06% 6,307 $238K
25 Means Investment CO., INC. 0.05% 16,621 $628K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Bar Hbr Bankshares (BHB)

What does the Smart Money Trend signal show for BHB?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added BHB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BHB?

More buyers than sellers — 62% buying: Last quarter: 98 funds were net buyers (29 opened a brand new position + 69 added to an existing one). Only 60 were sellers (40 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BHB holders?

Elite ownership — 60% AUM from top-100 funds: 45 of 175 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in BHB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BHB?

52% of holders stayed for 2+ years: 91 out of 175 hedge funds have held BHB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Bar Hbr Bankshares (BHB) following the 2026 Q2 hedge fund 13F filings?

As of today, BHB has moved -1.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -5.8% for the XLF sector ETF — an outperformance of +4.5%. Since the quarter end (June 30, 2026), BHB has gained +5.2% vs +2.1% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →