J.W. Cole Advisors’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

J.W. Cole 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 Q2	$610K	Buy	+8,483	New	+$549K	0.01%	941

Other funds holding BHRB

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

LS Investment Advisors Bloomfield Hills, Michigan $738M AUM 29.35% 1-Year Est. Return

Alliance Wealth Strategies Lynchburg, Virginia $127M AUM

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

J.W. Cole Advisors's BHRB Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Burke & Herbert Financial Services Corp (BHRB) in Q2 2026: 8,483 shares worth $610K. The stake represents 0.01% of the portfolio and ranks #941 among its holdings.

23 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

J.W. Cole Advisors held 8,483 shares of Burke & Herbert Financial Services Corp worth $610K as of Q2 2026.
Burke & Herbert Financial Services Corp was a new J.W. Cole Advisors position in Q2 2026.
Burke & Herbert Financial Services Corp made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #941 holding.
23 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.