Back to BHRB
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → BHRB
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC BHRB Position History
Burke & Herbert Financial Services Corp. • Banking
Quarters held
5
Latest value
$906K
Q3 2026
Peak value
$906K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $813K |
| Q4 2025 | $850K |
| Q1 2026 | $834K |
| Q2 2026 | $874K |
| Q3 2026 | $906K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $906K | 13.1K | — | — |
| Q2 2026 | $874K | 12.4K | — | — |
| Q1 2026 | $834K | 13.4K | — | — |
| Q4 2025 | $850K | 13.6K | — | — |
| Q3 2025 | $813K | 13.5K | — | — |
Other funds holding BHRB
$40.1M
$40.1M
$25.2M
$24.6M
$18.6M
$11.1M
$10.9M