Pinnacle Wealth Planning Services
BHRB icon

Pinnacle Wealth Planning Services’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.17K Hold
17
– – ﹤0.01% 2590
2026
Q2 		$1.22K Hold
17
– – ﹤0.01% 2551
2026
Q1 		$1.06K Hold
17
– – ﹤0.01% 2546
2025
Q4 		$1.06K Buy
+17
New +$1.07K ﹤0.01% 2579

Other funds holding BHRB

Endeavour Capital Advisors
Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Burke & Herbert Bank & Trust
Burke & Herbert Bank & Trust Alexandria, Virginia $403M AUM 21.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Pinnacle Wealth Planning Services's BHRB Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Burke & Herbert Financial Services Corp (BHRB) position steady in Q3 2026 at 17 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2590.

Pinnacle Wealth Planning Services first reported a position in BHRB in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.22K in Q2 2026. 74 funds tracked by Wall St. Rank hold BHRB as of Q3 2026.

  • Pinnacle Wealth Planning Services held 17 shares of Burke & Herbert Financial Services Corp worth $1.17K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Burke & Herbert Financial Services Corp share count unchanged in Q3 2026.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2590 holding.
  • Pinnacle Wealth Planning Services first reported a position in Burke & Herbert Financial Services Corp in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Burke & Herbert Financial Services Corp position peaked at $1.22K in Q2 2026.
  • 74 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.