Back to BHRB
Modera Wealth Management, LLC → BHRB
Modera Wealth Management, LLC BHRB Position History
Burke & Herbert Financial Services Corp. • Banking
Quarters held
5
Latest value
$494K
Q3 2026
Peak value
$589K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $444K |
| Q4 2025 | $449K |
| Q1 2026 | $448K |
| Q2 2026 | $589K |
| Q3 2026 | $494K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $494K | 7.2K | — | — |
| Q2 2026 | $589K | 8.2K | — | — |
| Q1 2026 | $448K | 7.2K | — | — |
| Q4 2025 | $449K | 7.2K | — | — |
| Q3 2025 | $444K | 7.2K | — | — |
Other funds holding BHRB
$40.1M
$40.1M
$25.2M
$24.6M
$18.6M
$11.1M
$10.9M