EVERMAY WEALTH MANAGEMENT LLC
Position in BHRB — Burke & Herbert Financial Services Corp.
CIK 1066816
ARLINGTON, VA
Position in BHRB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$11,571,301
New position
Shares Held
185,765
first reported quarter
Ownership
0.922%
of shares outstanding
% of Portfolio
5.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Banks - Regional
Financial Services · as of Mar 31, 2026EVERMAY WEALTH MANAGEMENT LLC holds $20,565,861 across 12 Banks - Regional names. BHRB ranks #1 (56.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHRB |
Burke & Herbert Financial Services Corp.
This page
|
185,765 | $11,571,301 | |
| 2 | JMSB |
John Marshall Bancorp, Inc.
|
349,969 | $7,097,371 | |
| 3 | AUB |
Atlantic Union Bankshares Corp
|
25,033 | $894,679 | |
| 4 | TFC |
Truist Financial Corp
|
5,755 | $264,557 | |
| 5 | FULT |
Fulton Financial Corp
|
11,979 | $243,652 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
4,159 | $172,265 | |
| 7 | FVCB |
FVCBankcorp, Inc.
|
10,300 | $156,457 | |
| 8 | EFSI |
Eagle Financial Services Inc
|
2,609 | $91,262 |
All Filings in BHRB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,571,301 | 185,765 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||