LifeGuide Financial Advisors, LLC
Position in BHRB — Burke & Herbert Financial Services Corp.
CIK 1908585
MECHANICSBURG, PA
Position in BHRB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$541,824
New position
Shares Held
7,540
first reported quarter
Ownership
0.037%
of shares outstanding
% of Portfolio
4.13%
of 13F equity value
Holder Rank
#3
of 13 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, 2026LifeGuide Financial Advisors, LLC holds $917,063 across 2 Banks - Regional names. BHRB ranks #1 (59.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHRB |
Burke & Herbert Financial Services Corp.
This page
|
7,540 | $541,824 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,524 | $375,239 |
All Filings in BHRB
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $541,824 | 7,540 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||