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LS Investment Advisors’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

LS Investment 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 		$493K Buy
+6,856
New +$443K 0.07% 108

Other funds holding BHRB

SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
WMA
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AWS
Alliance Wealth Strategies Lynchburg, Virginia $127M AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

LS Investment Advisors's BHRB Position: Q2 2026 in Review

LS Investment Advisors opened a new position in Burke & Herbert Financial Services Corp (BHRB) in Q2 2026: 6,856 shares worth $493K. The stake represents 0.07% of the portfolio and ranks #108 among its holdings.

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

  • LS Investment Advisors held 6,856 shares of Burke & Herbert Financial Services Corp worth $493K as of Q2 2026.
  • Burke & Herbert Financial Services Corp was a new LS Investment Advisors position in Q2 2026.
  • Burke & Herbert Financial Services Corp made up 0.07% of LS Investment Advisors's portfolio in Q2 2026, its #108 holding.
  • 23 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on LS Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.