Cambridge Investment Research Advisors’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Cambridge Investment Research Advisors’s Portfolio BHRB Stock Details BHRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.59M	Buy	22,199 +4,023	+22%	+$260K	﹤0.01%	1867
2026 Q1	$1.13M	Buy	18,176 +276	+2%	+$17.8K	﹤0.01%	2062
2025 Q4	$1.11M	Hold	17,900	–	–	﹤0.01%	2008
2025 Q3	$1.1M	Buy	17,900 +1,000	+6%	+$61.9K	﹤0.01%	1981
2025 Q2	$1.01M	Buy	16,900 +4,500	+36%	+$249K	﹤0.01%	1938
2025 Q1	$696K	Hold	12,400	–	–	﹤0.01%	2158
2024 Q4	$773K	Sell	12,400 -20	-0.2%	-$1.31K	﹤0.01%	2073
2024 Q3	$757K	Buy	12,420 +6,020	+94%	+$369K	﹤0.01%	2074
2024 Q2	$326K	Hold	6,400	–	–	﹤0.01%	2636
2024 Q1	$359K	Buy	+6,400	New	+$362K	﹤0.01%	2561

Other funds holding BHRB

VCA

Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RHCA

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

WMA

Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Cambridge Investment Research Advisors's BHRB Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Burke & Herbert Financial Services Corp (BHRB) stake by 22% in Q2 2026, buying an estimated $260K and bringing the position to 22,199 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

Cambridge Investment Research Advisors first reported a position in BHRB in Q1 2024 and has held it in 10 quarters since. 41 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

Cambridge Investment Research Advisors held 22,199 shares of Burke & Herbert Financial Services Corp worth $1.59M as of Q2 2026.
Cambridge Investment Research Advisors bought 4,023 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $260K.
Burke & Herbert Financial Services Corp made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1867 holding.
Cambridge Investment Research Advisors first reported a position in Burke & Herbert Financial Services Corp in Q1 2024 and has held it in 10 quarters since.
41 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.