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Equibles

Modera Wealth Management, LLC

Position in BHRB — Burke & Herbert Financial Services Corp.

CIK 1542143 WESTWOOD, NJ
Back to BHRB Full portfolio

Position in BHRB

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$589,252
+$140,764 QoQ
Shares Held
8,200
+13.9% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#99
of 207 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BHRB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Modera Wealth Management, LLC holds $51,733,019 across 12 Banks - Regional names. BHRB ranks #7 (1.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
 143,716 $35,385,753
2 TFC
Truist Financial Corp
 220,034 $10,962,093
3 HBAN
Huntington Bancshares Inc /Md/
 72,198 $1,280,070
4 WSFS
Wsfs Financial Corp
 10,373 $795,920
5 FBNC
First Bancorp /Nc/
 12,351 $789,599
6 USB
US Bancorp \De\
 10,965 $662,286
7 BHRB
Burke & Herbert Financial Services Corp.
This page 		8,200 $589,252
8 FCF
First Commonwealth Financial Corp /Pa/
 16,833 $342,214

All Filings in BHRB

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $589,252 8,200
2026-03-31 $448,488 7,200
2025-12-31 $448,632 7,200
2025-09-30 $444,168 7,200
2025-06-30 $370,326 6,200
2025-03-31 $347,882 6,200
2024-12-31 $391,620 6,280
2024-09-30 $383,017 6,280