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Rosenthal Henry Capital Advisors’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Rosenthal Henry Capital 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
Q2 		$1.5M Buy
+20,895
New +$1.35M 1.31% 38

Other funds holding BHRB

VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
WMA
Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Rosenthal Henry Capital Advisors's BHRB Position: Q2 2026 in Review

Rosenthal Henry Capital Advisors opened a new position in Burke & Herbert Financial Services Corp (BHRB) in Q2 2026: 20,895 shares worth $1.5M. The stake represents 1.31% of the portfolio and ranks #38 among its holdings.

40 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • Rosenthal Henry Capital Advisors held 20,895 shares of Burke & Herbert Financial Services Corp worth $1.5M as of Q2 2026.
  • Burke & Herbert Financial Services Corp was a new Rosenthal Henry Capital Advisors position in Q2 2026.
  • Burke & Herbert Financial Services Corp made up 1.31% of Rosenthal Henry Capital Advisors's portfolio in Q2 2026, its #38 holding.
  • 40 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on Rosenthal Henry Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.