Focus Partners Wealth
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Focus Partners Wealth’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Focus Partners Wealth’s Portfolio BHRB Stock Details BHRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$312K Buy
5,217
+75
+1% +$4.48K ﹤0.01% 1649
2025
Q1 		$289K Hold
5,142
– – ﹤0.01% 1580
2024
Q4 		$321K Hold
5,142
– – ﹤0.01% 1505
2024
Q3 		$314K Buy
+5,142
New +$314K ﹤0.01% 1294