EverSource Wealth Advisors
BHRB icon

EverSource Wealth Advisors’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

EverSource Wealth 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 		$9.85K Sell
137
-70
-34% -$4.53K ﹤0.01% 2920
2026
Q1 		$12.9K Sell
207
-74
-26% -$4.78K ﹤0.01% 2780
2025
Q4 		$17.5K Sell
281
-62
-18% -$3.89K ﹤0.01% 2471
2025
Q3 		$21.2K Buy
343
+42
+14% +$2.6K ﹤0.01% 2323
2025
Q2 		$18K Buy
301
+296
+5,920% +$16.4K ﹤0.01% 2380
2025
Q1 		$281 Buy
+5
New +$306 ﹤0.01% 3617

Other funds holding BHRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
HCM
Hutchinson Capital Management San Rafael, California $584M AUM 12.69% 1-Year Est. Return
BHBT
Burke & Herbert Bank & Trust Alexandria, Virginia $403M AUM 26.8% 1-Year Est. Return

EverSource Wealth Advisors's BHRB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Burke & Herbert Financial Services Corp (BHRB) stake by 34% in Q2 2026, selling an estimated $4.53K and leaving 137 shares worth $9.85K. The position accounts for ﹤0.01% of the portfolio, ranked #2920.

EverSource Wealth Advisors first reported a position in BHRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $21.2K in Q3 2025. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • EverSource Wealth Advisors held 137 shares of Burke & Herbert Financial Services Corp worth $9.85K as of Q2 2026.
  • EverSource Wealth Advisors sold 70 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $4.53K.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2920 holding.
  • EverSource Wealth Advisors first reported a position in Burke & Herbert Financial Services Corp in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Burke & Herbert Financial Services Corp position peaked at $21.2K in Q3 2025.
  • 207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.