GI
BHRB icon

GAMMA Investing’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

GAMMA Investing’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 		$5.61K Buy
78
+12
+18% +$776 ﹤0.01% 3418
2026
Q1 		$4.11K Buy
66
+4
+6% +$259 ﹤0.01% 3434
2025
Q4 		$3.86K Sell
62
-32
-34% -$2.01K ﹤0.01% 3386
2025
Q3 		$5.8K Buy
94
+28
+42% +$1.73K ﹤0.01% 3117
2025
Q2 		$3.94K Sell
66
-46
-41% -$2.55K ﹤0.01% 3214
2025
Q1 		$6.28K Buy
112
+68
+155% +$4.16K ﹤0.01% 2983
2024
Q4 		$2.74K Buy
44
+37
+529% +$2.42K ﹤0.01% 3122
2024
Q3 		$427 Sell
7
-35
-83% -$2.14K ﹤0.01% 3416
2024
Q2 		$2.14K Hold
42
– – ﹤0.01% 2862
2024
Q1 		$2.35K Hold
42
– – ﹤0.01% 2704
2023
Q4 		$2.45K Buy
+42
New +$2.09K ﹤0.01% 2515

Other funds holding BHRB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return