Beacon Pointe Advisors, LLC

SEC CIK: 0001744317
Latest filing: Aug 18, 2026

SEC filings (opens in a new tab)

BHRB holding history

Burke & Herbert Financial Services Corp. in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BHRB overview All 13F holders of BHRB Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2025

Holdings of BHRB by Beacon Pointe Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−5,805−100.0%	Sold out	Holders
Q4 2025	5,805	$361.7K	<0.1%	+44+0.8%	Added	Holders
Q3 2025	5,761	$355.4K	<0.1%	+5,761	New	Holders