LOWE BROCKENBROUGH & CO INC
Position in BHRB — Burke & Herbert Financial Services Corp.
CIK 22657
RICHMOND, VA
Position in BHRB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$251,510
+$33,495 QoQ
Shares Held
3,500
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#145
of 205 holders
Holding Since
Jun 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BHRB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LOWE BROCKENBROUGH & CO INC holds $17,727,147 across 5 Banks - Regional names. BHRB ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
53,191 | $13,096,688 | |
| 2 | TFC |
Truist Financial Corp
|
51,345 | $2,558,007 | |
| 3 | USB |
US Bancorp De
|
17,657 | $1,066,482 | |
| 4 | VABK |
Virginia National Bankshares Corp
|
17,000 | $754,460 | |
| 5 | BHRB |
Burke & Herbert Financial Services Corp.
This page
|
3,500 | $251,510 |
All Filings in BHRB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,510 | 3,500 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $218,015 | 3,500 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $218,085 | 3,500 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $215,915 | 3,500 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $209,055 | 3,500 | Shares | Sole | 2025-08-11 | |
| 2023-06-30 | $385,200 | 6,000 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||