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Brandywine Global Investment Management’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Brandywine Global Investment Management’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
2025
Q4 		$570K Buy
+9,150
New +$574K ﹤0.01% 550

Other funds holding BHRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
HCM
Hutchinson Capital Management San Rafael, California $544M AUM 9.54% 1-Year Est. Return
BHBT
Burke & Herbert Bank & Trust Alexandria, Virginia $362M AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Brandywine Global Investment Management's BHRB Position: Q4 2025 in Review

Brandywine Global Investment Management opened a new position in Burke & Herbert Financial Services Corp (BHRB) in Q4 2025: 9,150 shares worth $570K. The stake represents ﹤0.01% of the portfolio and ranks #550 among its holdings.

154 funds tracked by Wall St. Rank hold BHRB as of Q4 2025.

  • Brandywine Global Investment Management held 9,150 shares of Burke & Herbert Financial Services Corp worth $570K as of Q4 2025.
  • Burke & Herbert Financial Services Corp was a new Brandywine Global Investment Management position in Q4 2025.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Brandywine Global Investment Management's portfolio in Q4 2025, its #550 holding.
  • 154 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.