Wealth Enhancement Advisory Services
BHRB icon

Wealth Enhancement Advisory Services’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Wealth Enhancement Advisory 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 		$874K Sell
12,434
-918
-7% -$59.4K ﹤0.01% 2175
2026
Q1 		$834K Sell
13,352
-284
-2% -$18.4K ﹤0.01% 1929
2025
Q4 		$850K Buy
13,636
+134
+1% +$8.4K ﹤0.01% 2065
2025
Q3 		$813K Buy
13,502
+6,902
+105% +$427K ﹤0.01% 1995
2025
Q2 		$422K Buy
6,600
+470
+8% +$26K ﹤0.01% 2352
2025
Q1 		$344K Buy
6,130
+23
+0.4% +$1.41K ﹤0.01% 2338
2024
Q4 		$381K Buy
+6,107
New +$400K ﹤0.01% 2191

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

Wealth Enhancement Advisory Services's BHRB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Burke & Herbert Financial Services Corp (BHRB) stake by 6.9% in Q2 2026, selling an estimated $59.4K and leaving 12,434 shares worth $874K. The position accounts for ﹤0.01% of the portfolio, ranked #2175.

Wealth Enhancement Advisory Services first reported a position in BHRB in Q4 2024 and has held it in 7 quarters since. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 12,434 shares of Burke & Herbert Financial Services Corp worth $874K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 918 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $59.4K.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2175 holding.
  • Wealth Enhancement Advisory Services first reported a position in Burke & Herbert Financial Services Corp in Q4 2024 and has held it in 7 quarters since.
  • 207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.