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Ameritas Investment Partners’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Ameritas Investment Partners’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 		$70.3K Hold
1,129
– – ﹤0.01% 1887
2025
Q4 		$70.3K Hold
1,129
– – ﹤0.01% 1900
2025
Q3 		$69.6K Sell
1,129
-243
-18% -$15K ﹤0.01% 1908
2025
Q2 		$82K Hold
1,372
– – ﹤0.01% 1887
2025
Q1 		$77K Hold
1,372
– – ﹤0.01% 1872
2024
Q4 		$85.6K Hold
1,372
– – ﹤0.01% 1876
2024
Q3 		$83.7K Buy
1,372
+170
+14% +$10.4K ﹤0.01% 1902
2024
Q2 		$61.3K Buy
1,202
+671
+126% +$34.2K ﹤0.01% 2028
2024
Q1 		$29.8K Hold
531
– – ﹤0.01% 2413
2023
Q4 		$33.4K Hold
531
– – ﹤0.01% 2356
2023
Q3 		$24.7K Hold
531
– – ﹤0.01% 2443
2023
Q2 		$34.1K Buy
+531
New +$41.7K ﹤0.01% 2271

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Ameritas Investment Partners's BHRB Position: Q1 2026 in Review

Ameritas Investment Partners held its Burke & Herbert Financial Services Corp (BHRB) position steady in Q1 2026 at 1,129 shares worth $70.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1887.

Ameritas Investment Partners first reported a position in BHRB in Q2 2023 and has held it in 12 quarters since. The position peaked at $85.6K in Q4 2024. 163 funds tracked by Wall St. Rank hold BHRB as of Q1 2026.

  • Ameritas Investment Partners held 1,129 shares of Burke & Herbert Financial Services Corp worth $70.3K as of Q1 2026.
  • Ameritas Investment Partners left its Burke & Herbert Financial Services Corp share count unchanged in Q1 2026.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #1887 holding.
  • Ameritas Investment Partners first reported a position in Burke & Herbert Financial Services Corp in Q2 2023 and has held it in 12 quarters since.
  • Ameritas Investment Partners's Burke & Herbert Financial Services Corp position peaked at $85.6K in Q4 2024.
  • 163 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.