AAP
BHRB icon

Arax Advisory Partners’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Arax Advisory 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
Q2 		$67.4K Buy
+938
New +$60.7K ﹤0.01% 3032
2026
Q1 		– Sell
-1
Closed -$62 – 3838
2025
Q4 		$62 Sell
1
-1,577
-100% -$98.9K ﹤0.01% 3889
2025
Q3 		$97.3K Buy
+1,578
New +$97.7K ﹤0.01% 1551
2025
Q2 		– Sell
-14
Closed -$786 – 3051
2025
Q1 		$786 Sell
14
-166
-92% -$10.1K ﹤0.01% 2389
2024
Q4 		$11.2K Sell
180
-3
-2% -$196 ﹤0.01% 1446
2024
Q3 		$11.2K Hold
183
– – ﹤0.01% 1358
2024
Q2 		$9.33K Buy
+183
New +$9.33K ﹤0.01% 1296

Other funds holding BHRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
HCM
Hutchinson Capital Management San Rafael, California $584M AUM 12.69% 1-Year Est. Return
BHBT
Burke & Herbert Bank & Trust Alexandria, Virginia $403M AUM 26.8% 1-Year Est. Return

Arax Advisory Partners's BHRB Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Burke & Herbert Financial Services Corp (BHRB) in Q2 2026: 938 shares worth $67.4K. The stake represents ﹤0.01% of the portfolio and ranks #3032 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in BHRB as recently as Q4 2025.

Arax Advisory Partners first reported a position in BHRB in Q2 2024 and has held it in 7 quarters since. The position peaked at $97.3K in Q3 2025. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • Arax Advisory Partners held 938 shares of Burke & Herbert Financial Services Corp worth $67.4K as of Q2 2026.
  • Burke & Herbert Financial Services Corp was a new Arax Advisory Partners position in Q2 2026.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3032 holding.
  • Arax Advisory Partners first reported a position in Burke & Herbert Financial Services Corp in Q2 2024 and has held it in 7 quarters since.
  • Arax Advisory Partners's Burke & Herbert Financial Services Corp position peaked at $97.3K in Q3 2025.
  • 207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.