American Century Companies
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American Century Companies’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

American Century Companies’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 		$21.3M Buy
342,469
+70,753
+26% +$4.57M 0.01% 1156
2025
Q4 		$16.9M Buy
271,716
+70,016
+35% +$4.39M 0.01% 1240
2025
Q3 		$12.4M Buy
201,700
+79,051
+64% +$4.89M 0.01% 1345
2025
Q2 		$7.33M Buy
122,649
+70,582
+136% +$3.91M ﹤0.01% 1501
2025
Q1 		$2.92M Buy
52,067
+26,509
+104% +$1.62M ﹤0.01% 1842
2024
Q4 		$1.59M Buy
25,558
+5,917
+30% +$387K ﹤0.01% 2090
2024
Q3 		$1.2M Sell
19,641
-40,992
-68% -$2.51M ﹤0.01% 2169
2024
Q2 		$3.09M Buy
+60,633
New +$3.09M ﹤0.01% 1718

Other funds holding BHRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $481B AUM 30.42% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
HCM
Hutchinson Capital Management San Rafael, California $544M AUM 9.54% 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 $362M AUM 20.5% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

American Century Companies's BHRB Position: Q1 2026 in Review

American Century Companies increased its Burke & Herbert Financial Services Corp (BHRB) stake by 26% in Q1 2026, buying an estimated $4.57M and bringing the position to 342,469 shares worth $21.3M. The position accounts for 0.01% of the portfolio, ranked #1156.

American Century Companies first reported a position in BHRB in Q2 2024 and has held it in 8 quarters since. 163 funds tracked by Wall St. Rank hold BHRB as of Q1 2026.

  • American Century Companies held 342,469 shares of Burke & Herbert Financial Services Corp worth $21.3M as of Q1 2026.
  • American Century Companies bought 70,753 Burke & Herbert Financial Services Corp shares in Q1 2026, an estimated $4.57M.
  • Burke & Herbert Financial Services Corp made up 0.01% of American Century Companies's portfolio in Q1 2026, its #1156 holding.
  • American Century Companies first reported a position in Burke & Herbert Financial Services Corp in Q2 2024 and has held it in 8 quarters since.
  • 163 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q1 2026.

Based on American Century Companies's 13F filing for Q1 2026, filed 15 May 2026.