Graves Light Lenhart Wealth, Inc.
Position in BHRB — Burke & Herbert Financial Services Corp.
CIK 1759803
HARRISONBURG, VA
Position in BHRB
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$231,245
+$30,796 QoQ
Shares Held
3,218
0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#149
of 205 holders
Holding Since
Dec 2025
3 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, 2026Graves Light Lenhart Wealth, Inc. holds $5,923,729 across 7 Banks - Regional names. BHRB ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
51,009 | $2,541,268 | |
| 2 | UVSP |
UNIVEST FINANCIAL Corp
|
24,450 | $1,069,687 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
3,598 | $885,899 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
|
14,048 | $594,370 | |
| 5 | USB |
US Bancorp \De\
|
5,207 | $314,502 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
6,257 | $286,758 | |
| 7 | BHRB |
Burke & Herbert Financial Services Corp.
This page
|
3,218 | $231,245 |
All Filings in BHRB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,245 | 3,218 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $200,449 | 3,218 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $200,513 | 3,218 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||