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 Q3	$906K	Buy	13,145 +711	+6%	+$50.8K	﹤0.01%	2268
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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

LIA

LS Investment Advisors Bloomfield Hills, Michigan $746M AUM 22.67% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's BHRB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Burke & Herbert Financial Services Corp (BHRB) stake by 5.7% in Q3 2026, buying an estimated $50.8K and bringing the position to 13,145 shares worth $906K. The position accounts for ﹤0.01% of the portfolio, ranked #2268.

Wealth Enhancement Advisory Services first reported a position in BHRB in Q4 2024 and has held it in 8 quarters since. 12 funds tracked by Wall St. Rank hold BHRB as of Q3 2026.

Wealth Enhancement Advisory Services held 13,145 shares of Burke & Herbert Financial Services Corp worth $906K as of Q3 2026.
Wealth Enhancement Advisory Services bought 711 Burke & Herbert Financial Services Corp shares in Q3 2026, an estimated $50.8K.
Burke & Herbert Financial Services Corp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2268 holding.
Wealth Enhancement Advisory Services first reported a position in Burke & Herbert Financial Services Corp in Q4 2024 and has held it in 8 quarters since.
12 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.