Cerity Partners’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Cerity Partners’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	$718K	Buy	+10,472	New	+$748K	﹤0.01%	2228

Other funds holding BHRB

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

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

Fourthstone LLC St Louis, Missouri $420M AUM 28.49% 1-Year Est. Return

Cerity Partners's BHRB Position: Q3 2026 in Review

Cerity Partners opened a new position in Burke & Herbert Financial Services Corp (BHRB) in Q3 2026: 10,472 shares worth $718K. The stake represents ﹤0.01% of the portfolio and ranks #2228 among its holdings.

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

Cerity Partners held 10,472 shares of Burke & Herbert Financial Services Corp worth $718K as of Q3 2026.
Burke & Herbert Financial Services Corp was a new Cerity Partners position in Q3 2026.
Burke & Herbert Financial Services Corp made up ﹤0.01% of Cerity Partners's portfolio in Q3 2026, its #2228 holding.
154 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.