Buckingham Strategic Wealth’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Buckingham Strategic Wealth’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
2024 Q2	$262K	Buy	+5,142	New	+$262K	﹤0.01%	636

Other funds holding BHRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BHBT

Burke & Herbert Bank & Trust Alexandria, Virginia $403M AUM 26.8% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HCM

Hutchinson Capital Management San Rafael, California $584M AUM 12.69% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Buckingham Strategic Wealth's BHRB Position: Q2 2024 in Review

Buckingham Strategic Wealth opened a new position in Burke & Herbert Financial Services Corp (BHRB) in Q2 2024: 5,142 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #636 among its holdings.

105 funds tracked by Wall St. Rank hold BHRB as of Q2 2024.

Buckingham Strategic Wealth held 5,142 shares of Burke & Herbert Financial Services Corp worth $262K as of Q2 2024.
Burke & Herbert Financial Services Corp was a new Buckingham Strategic Wealth position in Q2 2024.
Burke & Herbert Financial Services Corp made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #636 holding.
105 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.