GAMMA Investing
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
Q3 		$5.9K Buy
86
+8
+10% +$572 ﹤0.01% 3580
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 $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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing's BHRB Position: Q3 2026 in Review

GAMMA Investing increased its Burke & Herbert Financial Services Corp (BHRB) stake by 10% in Q3 2026, buying an estimated $572 and bringing the position to 86 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3580.

GAMMA Investing first reported a position in BHRB in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.28K in Q1 2025. 12 funds tracked by Wall St. Rank hold BHRB as of Q3 2026.

  • GAMMA Investing held 86 shares of Burke & Herbert Financial Services Corp worth $5.9K as of Q3 2026.
  • GAMMA Investing bought 8 Burke & Herbert Financial Services Corp shares in Q3 2026, an estimated $572.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #3580 holding.
  • GAMMA Investing first reported a position in Burke & Herbert Financial Services Corp in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Burke & Herbert Financial Services Corp position peaked at $6.28K in Q1 2025.
  • 12 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.