Back to BHRB
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies → BHRB
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies BHRB Position History
Burke & Herbert Financial Services Corp. • Banking
Quarters held
4
Latest value
$510K
Q3 2026
Peak value
$563K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $563K |
| Q1 2026 | $354K |
| Q2 2026 | $409K |
| Q3 2026 | $510K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $510K | 7.4K | — | — |
| Q2 2026 | $409K | 5.7K | — | — |
| Q1 2026 | $354K | 5.7K | — | — |
| Q4 2025 | $563K | 9.0K | — | — |
Other funds holding BHRB
$40.1M
$40.1M
$25.2M
$24.6M
$18.6M
$11.1M
$10.9M