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Amalgamated Bank’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Amalgamated Bank’s Portfolio BHRB Stock Details BHRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-425
Closed -$26K – 1769
2025
Q4 		$26K Sell
425
-44
-9% -$2.76K ﹤0.01% 2009
2025
Q3 		$29K Hold
469
– – ﹤0.01% 1990
2025
Q2 		$28K Hold
469
– – ﹤0.01% 1988
2025
Q1 		$26K Buy
469
+45
+11% +$2.75K ﹤0.01% 1979
2024
Q4 		$26K Hold
424
– – ﹤0.01% 2020
2024
Q3 		$26K Hold
424
– – ﹤0.01% 2030
2024
Q2 		$22K Buy
424
+207
+95% +$10.6K ﹤0.01% 2075
2024
Q1 		$12K Sell
217
-371
-63% -$21K ﹤0.01% 2343
2023
Q4 		$37K Sell
588
-65
-10% -$3.24K ﹤0.01% 2371
2023
Q3 		$30K Hold
653
– – ﹤0.01% 2467
2023
Q2 		$42K Buy
+653
New +$51.3K ﹤0.01% 2395

Other funds holding BHRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
HCM
Hutchinson Capital Management San Rafael, California $584M AUM 12.69% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BHBT
Burke & Herbert Bank & Trust Alexandria, Virginia $403M AUM 26.8% 1-Year Est. Return

Amalgamated Bank's BHRB Position: Q1 2026 in Review

Amalgamated Bank sold out of Burke & Herbert Financial Services Corp (BHRB) in Q1 2026, closing a stake of 425 shares — an estimated $26K sold.

Amalgamated Bank first reported a position in BHRB in Q2 2023 and held it in 11 quarters. The position peaked at $42K in Q2 2023. 163 funds tracked by Wall St. Rank hold BHRB as of Q1 2026.

  • Amalgamated Bank reported no remaining Burke & Herbert Financial Services Corp position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 425 Burke & Herbert Financial Services Corp shares in Q1 2026, an estimated $26K.
  • Amalgamated Bank first reported a position in Burke & Herbert Financial Services Corp in Q2 2023 and held it in 11 quarters.
  • Amalgamated Bank's Burke & Herbert Financial Services Corp position peaked at $42K in Q2 2023.
  • 163 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.