SFA
BHRB icon

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

Sequoia Financial 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 		$407K Buy
+5,664
New +$366K ﹤0.01% 1469

Other funds holding BHRB

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
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
LIA
LS Investment Advisors Bloomfield Hills, Michigan $738M AUM 29.35% 1-Year Est. Return
AWS
Alliance Wealth Strategies Lynchburg, Virginia $127M AUM
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Sequoia Financial Advisors's BHRB Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Burke & Herbert Financial Services Corp (BHRB) in Q2 2026: 5,664 shares worth $407K. The stake represents ﹤0.01% of the portfolio and ranks #1469 among its holdings.

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

  • Sequoia Financial Advisors held 5,664 shares of Burke & Herbert Financial Services Corp worth $407K as of Q2 2026.
  • Burke & Herbert Financial Services Corp was a new Sequoia Financial Advisors position in Q2 2026.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1469 holding.
  • 23 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.