Canton Hathaway’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Canton Hathaway’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 Q3	$305K	Buy	+4,446	New	+$318K	0.06%	103

Other funds holding BHRB

Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Hutchinson Capital Management San Rafael, California $612M AUM 12.91% 1-Year Est. Return

Burke & Herbert Bank & Trust Alexandria, Virginia $403M AUM 21.01% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Canton Hathaway's BHRB Position: Q3 2026 in Review

Canton Hathaway opened a new position in Burke & Herbert Financial Services Corp (BHRB) in Q3 2026: 4,446 shares worth $305K. The stake represents 0.06% of the portfolio and ranks #103 among its holdings.

98 funds tracked by Wall St. Rank hold BHRB as of Q3 2026.

Canton Hathaway held 4,446 shares of Burke & Herbert Financial Services Corp worth $305K as of Q3 2026.
Burke & Herbert Financial Services Corp was a new Canton Hathaway position in Q3 2026.
Burke & Herbert Financial Services Corp made up 0.06% of Canton Hathaway's portfolio in Q3 2026, its #103 holding.
98 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q3 2026.

Based on Canton Hathaway's 13F filing for Q3 2026, filed 23 Oct 2026.