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Wealth Management Associates, Inc.

Position in BHRB — Burke & Herbert Financial Services Corp.

CIK 2067339 Cherry Hill, NJ

Position in BHRB

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$960,696
New position
Shares Held
13,369
first reported quarter
Ownership
0.066%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#75
of 205 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Wealth Management Associates, Inc. holds $1,516,539 across 3 Banks - Regional names. BHRB ranks #1 (63.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BHRB
Burke & Herbert Financial Services Corp.
This page
13,369 $960,696

All Filings in BHRB

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $960,696 13,369