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BHRB

BHRB

Burke & Herbert Financial Services Corp.• Banking

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
39
Partial Q3 2026
Total 13F value
$17M
Filed positions so far
New positions
6
This quarter
Sold positions
5
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Verdence Capital Advisors Llc

$5.4M78.7K0.23%Unchanged

Salzhauer Michael

$1.7M24.1K0.66%+19.3%

Rosenthal {-} Henry Capital Advisors, Inc.

$1.4M20.9K1.32%Unchanged

Enhancing Capital Llc

$1.1M15.5K0.74%Unchanged

Lifeguide Financial Advisors, Llc

$978K14.3K0.27%+89.1%

Wealth Enhancement Advisory Services, Llc

$906K13.1K0.00%+5.7%

Davenport & Co Llc

$823K12.0K0.00%Unchanged

Alliance Wealth Strategies, Llc D/B/A Brown Edwards Wealth Strategies

$510K7.4K0.39%+30.7%

Folger Nolan Fleming Douglas Capital Management, Inc

$505K7.4K0.04%+0.0%

Modera Wealth Management, Llc

$494K7.2K0.01%-12.2%

Ls Investment Advisors, Llc

$470K6.9K0.06%Unchanged

Ntv Asset Management Llc

$465K6.8K0.04%New Position

Bailard, Inc.

$436K6.4K0.01%New Position

Sterling Capital Management Llc

$333K4.9K0.01%+0.6%

Canton Hathaway, Llc

$305K4.4K0.06%New Position

Cassaday & Co Wealth Management Llc

$296K4.3K0.01%Unchanged

Truist Financial Corp

$280K4.1K0.00%-6.3%

Graves Light Lenhart Wealth, Inc.

$221K3.2K0.02%Unchanged

First United Bank & Trust

$151K2.2K0.02%Unchanged

Signaturefd, Llc

$103K1.5K0.00%+2636.4%

Fortitude Family Office, Llc

$61K8850.01%Unchanged

State Of Alaska, Department Of Revenue

$55K8080.00%+33.3%

City Holding Co

$21K3020.00%Unchanged

Versant Capital Management, Inc

$15K2140.00%Unchanged

Brown, Lisle/Cummings, Inc.

$10K1500.00%Unchanged

Nisa Investment Advisors, Llc

$9K1300.00%-15.6%

Ifp Advisors, Inc

$9K1290.00%Unchanged

Essential Partners Llc

$8K1110.00%-28.9%

Harbor Capital Advisors, Inc.

$6K850.00%+60.4%

Gamma Investing Llc

$6K860.00%+10.3%

Sjs Investment Consulting Inc.

$5K710.00%+7000.0%

Advocate Investing Services Llc

$3K500.00%Unchanged

Root Financial Partners, Llc

$3K440.00%New Position

Farther Finance Advisors, Llc

$3K440.00%+4300.0%

True Wealth Design, Llc

$2K240.00%+4.3%

Clark Wealth Partners

$1K200.00%New Position

Pinnacle Wealth Planning Services, Inc.

$1K170.00%Unchanged

Hughes Financial Services, Llc

$14220.00%New Position

Sbi Securities Co., Ltd.

$13720.00%-33.3%

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