Wealthspire Advisors, LLC

Position in BHRB — Burke & Herbert Financial Services Corp.

CIK 1646247 NEW YORK, NY

Position in BHRB

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$296,313

+$12,928 QoQ

Shares Held

4,757

+4.6% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Wealthspire Advisors, LLC holds $28,047,613 across 21 Banks - Regional names. BHRB ranks #20 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBNK	Capital Bancorp Inc	295,417	$8,785,701
2	UBSI	United Bankshares Inc/Wv	104,053	$4,309,875
3	AUB	Atlantic Union Bankshares Corp	60,575	$2,164,950
4	PNC	Pnc Financial Services Group, Inc.	9,183	$1,910,890
5	USB	US Bancorp De	26,489	$1,377,692
6	JMSB	John Marshall Bancorp, Inc.	64,141	$1,300,779
7	TFC	Truist Financial Corp	23,056	$1,059,884
8	MTB	M&T Bank Corp	4,975	$1,028,432

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.