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, 2026Wealth Management Associates, Inc. holds $1,516,539 across 3 Banks - Regional names. BHRB ranks #1 (63.3% of the industry book) .
All Filings in BHRB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $960,696 | 13,369 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||