Root Financial Partners
BHRB icon

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

Root Financial 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 		$3.02K Buy
+44
New +$3.14K ﹤0.01% 2445
2026
Q2 		– Sell
-19
Closed -$1.18K – 740
2026
Q1 		$1.18K Buy
+19
New +$1.23K ﹤0.01% 2536

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SM
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Rosenthal Henry Capital Advisors
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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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Alliance Wealth Strategies
Alliance Wealth Strategies Lynchburg, Virginia $132M AUM 16.94% 1-Year Est. Return
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Root Financial Partners's BHRB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Burke & Herbert Financial Services Corp (BHRB) in Q3 2026: 44 shares worth $3.02K. The stake represents ﹤0.01% of the portfolio and ranks #2445 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BHRB as recently as Q1 2026.

Root Financial Partners first reported a position in BHRB in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold BHRB as of Q3 2026.

  • Root Financial Partners held 44 shares of Burke & Herbert Financial Services Corp worth $3.02K as of Q3 2026.
  • Burke & Herbert Financial Services Corp was a new Root Financial Partners position in Q3 2026.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2445 holding.
  • Root Financial Partners first reported a position in Burke & Herbert Financial Services Corp in Q1 2026 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.