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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
HCM
Hutchinson Capital Management San Rafael, California $584M AUM 12.69% 1-Year Est. Return
BHBT
Burke & Herbert Bank & Trust Alexandria, Virginia $403M AUM 26.8% 1-Year Est. Return

Pinnacle Wealth Planning Services's BHRB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Burke & Herbert Financial Services Corp (BHRB) position steady in Q2 2026 at 17 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #2551.

Pinnacle Wealth Planning Services first reported a position in BHRB in Q4 2025 and has held it in 3 quarters since. 208 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 17 shares of Burke & Herbert Financial Services Corp worth $1.22K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Burke & Herbert Financial Services Corp share count unchanged in Q2 2026.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2551 holding.
  • Pinnacle Wealth Planning Services first reported a position in Burke & Herbert Financial Services Corp in Q4 2025 and has held it in 3 quarters since.
  • 208 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.