Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
Position in BHRB — Burke & Herbert Financial Services Corp.
CIK 2106763
LYNCHBURG, VA
Position in BHRB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$354,118
-$209,164 QoQ
Shares Held
5,685
-37.1% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies holds $354,118 across 1 Banks - Regional name. BHRB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHRB |
Burke & Herbert Financial Services Corp.
This page
|
5,685 | $354,118 |
All Filings in BHRB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $354,118 | 5,685 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $563,282 | 9,040 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||