Farther Finance Advisors
BHRB icon

Farther Finance Advisors’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Farther Finance 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
Q3 		$3.02K Buy
44
+43
+4,300% +$3.07K ﹤0.01% 5244
2026
Q2 		$72 Sell
1
-1
-50% -$65 ﹤0.01% 5822
2026
Q1 		$125 Sell
2
-50
-96% -$3.23K ﹤0.01% 5485
2025
Q4 		$3.24K Buy
+52
New +$3.26K ﹤0.01% 4502

Other funds holding BHRB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
LIA
LS Investment Advisors Bloomfield Hills, Michigan $746M AUM 22.67% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors's BHRB Position: Q3 2026 in Review

Farther Finance Advisors increased its Burke & Herbert Financial Services Corp (BHRB) stake by 4,300% in Q3 2026, buying an estimated $3.07K and bringing the position to 44 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #5244.

Farther Finance Advisors first reported a position in BHRB in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.24K in Q4 2025. 12 funds tracked by Wall St. Rank hold BHRB as of Q3 2026.

  • Farther Finance Advisors held 44 shares of Burke & Herbert Financial Services Corp worth $3.02K as of Q3 2026.
  • Farther Finance Advisors bought 43 Burke & Herbert Financial Services Corp shares in Q3 2026, an estimated $3.07K.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5244 holding.
  • Farther Finance Advisors first reported a position in Burke & Herbert Financial Services Corp in Q4 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's Burke & Herbert Financial Services Corp position peaked at $3.24K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.