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Wealthspire Advisors (New York)’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Wealthspire Advisors (New York)’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 		$981K Buy
13,655
+8,898
+187% +$576K 0.01% 560
2026
Q1 		$296K Buy
4,757
+209
+5% +$13.5K ﹤0.01% 730
2025
Q4 		$283K Buy
4,548
+38
+0.8% +$2.38K ﹤0.01% 822
2025
Q3 		$278K Buy
4,510
+38
+0.8% +$2.35K ﹤0.01% 697
2025
Q2 		$267K Buy
4,472
+43
+1% +$2.38K ﹤0.01% 700
2025
Q1 		$249K Sell
4,429
-1,377
-24% -$84.2K ﹤0.01% 686
2024
Q4 		$362K Sell
5,806
-241
-4% -$15.8K ﹤0.01% 599
2024
Q3 		$369K Buy
6,047
+48
+0.8% +$2.94K ﹤0.01% 572
2024
Q2 		$306K Sell
5,999
-622
-9% -$31.7K ﹤0.01% 534
2024
Q1 		$371K Buy
6,621
+63
+1% +$3.56K ﹤0.01% 484
2023
Q4 		$412K Buy
6,558
+71
+1% +$3.53K 0.01% 450
2023
Q3 		$301K Buy
6,487
+68
+1% +$3.5K 0.01% 482
2023
Q2 		$412K Buy
+6,419
New +$504K 0.01% 402

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s BHRB Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Burke & Herbert Financial Services Corp (BHRB) stake by 187% in Q2 2026, buying an estimated $576K and bringing the position to 13,655 shares worth $981K. The position accounts for 0.01% of the portfolio, ranked #560.

Wealthspire Advisors (New York) first reported a position in BHRB in Q2 2023 and has held it in 13 quarters since. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • Wealthspire Advisors (New York) held 13,655 shares of Burke & Herbert Financial Services Corp worth $981K as of Q2 2026.
  • Wealthspire Advisors (New York) bought 8,898 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $576K.
  • Burke & Herbert Financial Services Corp made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #560 holding.
  • Wealthspire Advisors (New York) first reported a position in Burke & Herbert Financial Services Corp in Q2 2023 and has held it in 13 quarters since.
  • 207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.