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Brookstone Capital Management’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Brookstone Capital 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 		– Sell
-17,856
Closed -$1.1M – 1167
2025
Q3 		$1.1M Buy
+17,856
New +$1.1M 0.01% 582

Other funds holding BHRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

Brookstone Capital Management's BHRB Position: Q4 2025 in Review

Brookstone Capital Management sold out of Burke & Herbert Financial Services Corp (BHRB) in Q4 2025, closing a stake of 17,856 shares — an estimated $1.1M sold.

Brookstone Capital Management first reported a position in BHRB in Q3 2025 and held it in 1 quarter. The position peaked at $1.1M in Q3 2025. 154 funds tracked by Wall St. Rank hold BHRB as of Q4 2025.

  • Brookstone Capital Management reported no remaining Burke & Herbert Financial Services Corp position as of Q4 2025 after selling out during the quarter.
  • Brookstone Capital Management sold 17,856 Burke & Herbert Financial Services Corp shares in Q4 2025, an estimated $1.1M.
  • Brookstone Capital Management first reported a position in Burke & Herbert Financial Services Corp in Q3 2025 and held it in 1 quarter.
  • Brookstone Capital Management's Burke & Herbert Financial Services Corp position peaked at $1.1M in Q3 2025.
  • 154 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q4 2025.

Based on Brookstone Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.