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Wealth Management Associates’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Wealth Management Associates’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 		$961K Buy
+13,369
New +$865K 0.27% 66

Other funds holding BHRB

SM
Salzhauer Michael $292M AUM 30% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Wealth Management Associates's BHRB Position: Q2 2026 in Review

Wealth Management Associates opened a new position in Burke & Herbert Financial Services Corp (BHRB) in Q2 2026: 13,369 shares worth $961K. The stake represents 0.27% of the portfolio and ranks #66 among its holdings.

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

  • Wealth Management Associates held 13,369 shares of Burke & Herbert Financial Services Corp worth $961K as of Q2 2026.
  • Burke & Herbert Financial Services Corp was a new Wealth Management Associates position in Q2 2026.
  • Burke & Herbert Financial Services Corp made up 0.27% of Wealth Management Associates's portfolio in Q2 2026, its #66 holding.
  • 23 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.