Wealthspire Advisors, LLC

Position in BHRB — Burke & Herbert Financial Services Corp.

CIK 1646247 NEW YORK, NY

Position in BHRB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$981,248

+$684,935 QoQ

Shares Held

13,655

+187.1% QoQ

Ownership

0.068%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#74

of 207 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wealthspire Advisors, LLC holds $38,069,507 across 25 Banks - Regional names. BHRB ranks #10 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBNK	Capital Bancorp Inc	291,615	$10,241,518
2	BWFG	Bankwell Financial Group, Inc.	87,538	$5,142,857
3	UBSI	United Bankshares Inc/Wv	102,945	$4,717,969
4	AUB	Atlantic Union Bankshares Corp	59,958	$2,536,822
5	USB	US Bancorp \De\	28,816	$1,740,486
6	PNC	Pnc Financial Services Group, Inc.	6,640	$1,634,900
7	JMSB	John Marshall Bancorp, Inc.	64,333	$1,402,459
8	TFC	Truist Financial Corp	27,175	$1,353,858

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$981,248	13,655	+187.1%	Shares	Sole	2026-08-11
2026-03-31	$296,313	4,757	+4.6%	Shares	Sole	2026-05-01
2025-12-31	$283,385	4,548	+0.8%	Shares	Sole	2026-02-13
2025-09-30	$278,221	4,510	+0.8%	Shares	Sole	2025-11-14
2025-06-30	$267,112	4,472	+1.0%	Shares	Sole	2025-08-11
2025-03-31	$248,511	4,429	-23.7%	Shares	Sole	2025-05-09
2024-12-31	$362,062	5,806	-4.0%	Shares	Sole	2025-02-04
2024-09-30	$368,806	6,047	+0.8%	Shares	Sole	2024-11-13
2024-06-30	$305,829	5,999	-9.4%	Shares	Sole	2024-08-08
2024-03-31	$370,974	6,621	+1.0%	Shares	Sole	2024-05-06
2023-12-31	$412,498	6,558	+1.1%	Shares	Sole	2024-02-07
2023-09-30	$301,450	6,487	+1.1%	Shares	Sole	2023-11-06
2023-06-30	$412,099	6,419	—	Shares	Sole	2023-08-01
No filing history on record for this holder in this stock.