Parallel Advisors
BHRB icon

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

Parallel 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
Q3 		$3.16K Hold
46
– – ﹤0.01% 3524
2026
Q2 		$3.31K Buy
46
+15
+48% +$970 ﹤0.01% 3369
2026
Q1 		$1.93K Buy
+31
New +$2K ﹤0.01% 3387

Other funds holding BHRB

Burke & Herbert Bank & Trust
Burke & Herbert Bank & Trust Alexandria, Virginia $403M AUM 21.01% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
SM
Salzhauer Michael $249M AUM 14.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Rosenthal Henry Capital Advisors
Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return
Enhancing Capital
Enhancing Capital Harrisburg, Pennsylvania $144M AUM 20.77% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Parallel Advisors's BHRB Position: Q3 2026 in Review

Parallel Advisors held its Burke & Herbert Financial Services Corp (BHRB) position steady in Q3 2026 at 46 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #3524.

Parallel Advisors first reported a position in BHRB in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.31K in Q2 2026. 50 funds tracked by Wall St. Rank hold BHRB as of Q3 2026.

  • Parallel Advisors held 46 shares of Burke & Herbert Financial Services Corp worth $3.16K as of Q3 2026.
  • Parallel Advisors left its Burke & Herbert Financial Services Corp share count unchanged in Q3 2026.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Parallel Advisors's portfolio in Q3 2026, its #3524 holding.
  • Parallel Advisors first reported a position in Burke & Herbert Financial Services Corp in Q1 2026 and has held it in 3 quarters since.
  • Parallel Advisors's Burke & Herbert Financial Services Corp position peaked at $3.31K in Q2 2026.
  • 50 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q3 2026.

Based on Parallel Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.