ORG Wealth Partners’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

ORG Wealth Partners’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	$137	Buy	+2	New	+$143	﹤0.01%	2417

Other funds holding BHRB

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Hutchinson Capital Management San Rafael, California $612M AUM 12.91% 1-Year Est. Return

Burke & Herbert Bank & Trust Alexandria, Virginia $403M AUM 21.01% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

ORG Wealth Partners's BHRB Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Burke & Herbert Financial Services Corp (BHRB) in Q3 2026: 2 shares worth $137. The stake represents ﹤0.01% of the portfolio and ranks #2417 among its holdings.

103 funds tracked by Wall St. Rank hold BHRB as of Q3 2026.

ORG Wealth Partners held 2 shares of Burke & Herbert Financial Services Corp worth $137 as of Q3 2026.
Burke & Herbert Financial Services Corp was a new ORG Wealth Partners position in Q3 2026.
Burke & Herbert Financial Services Corp made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2417 holding.
103 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.