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Basecamp Wealth Advisors’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Basecamp Wealth Advisors’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
-3
Closed -$187 – 2035
2025
Q4 		$187 Buy
+3
New +$188 ﹤0.01% 1704

Other funds holding BHRB

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $226B AUM 44.75% 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 $140M AUM 42.62% 1-Year Est. Return
BHBT
Burke & Herbert Bank & Trust Alexandria, Virginia $403M AUM 26.8% 1-Year Est. Return

Basecamp Wealth Advisors's BHRB Position: Q1 2026 in Review

Basecamp Wealth Advisors sold out of Burke & Herbert Financial Services Corp (BHRB) in Q1 2026, closing a stake of 3 shares — an estimated $187 sold.

Basecamp Wealth Advisors first reported a position in BHRB in Q4 2025 and held it in 1 quarter. The position peaked at $187 in Q4 2025. 163 funds tracked by Wall St. Rank hold BHRB as of Q1 2026.

  • Basecamp Wealth Advisors reported no remaining Burke & Herbert Financial Services Corp position as of Q1 2026 after selling out during the quarter.
  • Basecamp Wealth Advisors sold 3 Burke & Herbert Financial Services Corp shares in Q1 2026, an estimated $187.
  • Basecamp Wealth Advisors first reported a position in Burke & Herbert Financial Services Corp in Q4 2025 and held it in 1 quarter.
  • Basecamp Wealth Advisors's Burke & Herbert Financial Services Corp position peaked at $187 in Q4 2025.
  • 163 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q1 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q1 2026, filed 24 Jun 2026.