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Stonebridge Financial Group (Pennsylvania)’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		– Sell
-2,818
Closed -$203K – 277
2026
Q2 		$203K Buy
+2,818
New +$182K 0.02% 269

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FNFDCM
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LIA
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Bailard
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GLLW
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FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
State of Alaska Department of Revenue
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VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s BHRB Position: Q3 2026 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Burke & Herbert Financial Services Corp (BHRB) in Q3 2026, closing a stake of 2,818 shares — an estimated $203K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in BHRB in Q2 2026 and held it in 1 quarter. The position peaked at $203K in Q2 2026. 13 funds tracked by Wall St. Rank hold BHRB as of Q3 2026.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Burke & Herbert Financial Services Corp position as of Q3 2026 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 2,818 Burke & Herbert Financial Services Corp shares in Q3 2026, an estimated $203K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Burke & Herbert Financial Services Corp in Q2 2026 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s Burke & Herbert Financial Services Corp position peaked at $203K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q3 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q3 2026, filed 1 Oct 2026.