Bernardo Wealth Planning LLC
Position in BHRB — Burke & Herbert Financial Services Corp.
CIK 1765595
HARLEYSVILLE, PA
Position in BHRB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$277,235
New position
Shares Held
3,858
first reported quarter
Ownership
0.019%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#142
of 205 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Bernardo Wealth Planning LLC holds $1,339,091 across 2 Banks - Regional names. BHRB ranks #2 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UVSP |
UNIVEST FINANCIAL Corp
|
24,271 | $1,061,856 | |
| 2 | BHRB |
Burke & Herbert Financial Services Corp.
This page
|
3,858 | $277,235 |
All Filings in BHRB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,235 | 3,858 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||