Modera Wealth Management, LLC
Position in BHRB — Burke & Herbert Financial Services Corp.
CIK 1542143
WESTWOOD, NJ
Position in BHRB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$448,488
-$144 QoQ
Shares Held
7,200
0.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026Modera Wealth Management, LLC holds $45,732,169 across 12 Banks - Regional names. BHRB ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
146,656 | $30,517,647 | |
| 2 | TFC |
Truist Financial Corp
|
226,430 | $10,408,987 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
73,045 | $1,143,154 | |
| 4 | FBNC |
First Bancorp /Nc/
|
12,227 | $688,991 | |
| 5 | WSFS |
Wsfs Financial Corp
|
10,214 | $668,608 | |
| 6 | USB |
US Bancorp De
|
11,818 | $614,654 | |
| 7 | BHRB |
Burke & Herbert Financial Services Corp.
This page
|
7,200 | $448,488 | |
| 8 | FVCB |
FVCBankcorp, Inc.
|
21,438 | $325,643 |
All Filings in BHRB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $448,488 | 7,200 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $448,632 | 7,200 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $444,168 | 7,200 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $370,326 | 6,200 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $347,882 | 6,200 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $391,620 | 6,280 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $383,017 | 6,280 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||