Wealth Enhancement Advisory Services

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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return