Back to BHRB
Cassaday & Co Wealth Management LLC → BHRB
Cassaday & Co Wealth Management LLC BHRB Position History
Burke & Herbert Financial Services Corp. • Banking
Quarters held
5
Latest value
$296K
Q3 2026
Peak value
$310K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $267K |
| Q4 2025 | $269K |
| Q1 2026 | $269K |
| Q2 2026 | $310K |
| Q3 2026 | $296K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $296K | 4.3K | — | — |
| Q2 2026 | $310K | 4.3K | — | — |
| Q1 2026 | $269K | 4.3K | — | — |
| Q4 2025 | $269K | 4.3K | — | — |
| Q3 2025 | $267K | 4.3K | — | — |
Other funds holding BHRB
$40.1M
$40.1M
$25.2M
$24.6M
$18.6M
$11.1M
$10.9M