Advocate Investing Services LLC
Position in BHRB — Burke & Herbert Financial Services Corp.
CIK 2110509
WOODBINE, MD
Position in BHRB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,593
New position
Shares Held
50
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#36
of 40 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, 2026Advocate Investing Services LLC holds $100,902 across 9 Banks - Regional names. BHRB ranks #3 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
2,400 | $81,024 | |
| 2 | TFC |
Truist Financial Corp
|
143 | $7,124 | |
| 3 | BHRB |
Burke & Herbert Financial Services Corp.
This page
|
50 | $3,593 | |
| 4 | BKU |
BankUnited, Inc.
|
46 | $2,228 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
8 | $1,969 | |
| 6 | FNB |
Fnb Corp/Pa/
|
99 | $1,888 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
|
9 | $1,390 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
31 | $993 |
All Filings in BHRB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,593 | 50 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||