Burke & Herbert Bank & Trust’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Burke & Herbert Bank & Trust’s Portfolio BLOK Stock Details BLOK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$248K	Buy	+3,955	New	+$244K	0.06%	222
2026 Q1	–	Sell	-7,198	Closed	-$1.1M	–	237
2025 Q4	$1.1M	Buy	7,198 +2,513	+54%	+$162K	0.3%	85
2025 Q3	$314K	Hold	4,685	–	–	0.07%	190
2025 Q2	$268K	Buy	+4,685	New	+$212K	0.06%	205

Other funds holding BLOK

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TWM

Thryve Wealth Management Irving, Texas $179M AUM

Burke & Herbert Bank & Trust's BLOK Position: Q2 2026 in Review

Burke & Herbert Bank & Trust opened a new position in Amplify Blockchain Technology ETF (BLOK) in Q2 2026: 3,955 shares worth $248K. The stake represents 0.06% of the portfolio and ranks #222 among its holdings. This is a return to the name: Burke & Herbert Bank & Trust previously reported a position in BLOK as recently as Q4 2025.

Burke & Herbert Bank & Trust first reported a position in BLOK in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.1M in Q4 2025. 274 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

Burke & Herbert Bank & Trust held 3,955 shares of Amplify Blockchain Technology ETF worth $248K as of Q2 2026.
Amplify Blockchain Technology ETF was a new Burke & Herbert Bank & Trust position in Q2 2026.
Amplify Blockchain Technology ETF made up 0.06% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #222 holding.
Burke & Herbert Bank & Trust first reported a position in Amplify Blockchain Technology ETF in Q2 2025 and has held it in 4 quarters since.
Burke & Herbert Bank & Trust's Amplify Blockchain Technology ETF position peaked at $1.1M in Q4 2025.
274 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.