Graves Light Lenhart Wealth’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Graves Light Lenhart Wealth’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	$231K	Hold	3,218	–	–	0.02%	187
2026 Q1	$200K	Hold	3,218	–	–	0.02%	192
2025 Q4	$201K	Buy	+3,218	New	+$202K	0.02%	186

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Wealth Enhancement Advisory Services

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Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return