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LifeGuide Financial Advisors, LLC → BHRB
LifeGuide Financial Advisors, LLC BHRB Position History
Burke & Herbert Financial Services Corp. • Banking
Quarters held
2
Latest value
$978K
Q3 2026
Peak value
$978K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $542K |
| Q3 2026 | $978K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $978K | 14.3K | — | — |
| Q2 2026 | $542K | 7.5K | — | — |
Other funds holding BHRB
$40.1M
$40.1M
$25.2M
$24.6M
$18.6M
$11.1M
$10.9M