Citadel Advisors
BHRB icon

Citadel Advisors’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Citadel Advisors’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
Q1 		$567K Buy
9,096
+4,068
+81% +$263K ﹤0.01% 9001
2025
Q4 		$313K Sell
5,028
-3,360
-40% -$211K ﹤0.01% 10034
2025
Q3 		$517K Buy
+8,388
New +$519K ﹤0.01% 9049
2025
Q2 		– Sell
-13,338
Closed -$748K – 12620
2025
Q1 		$748K Sell
13,338
-6,995
-34% -$428K ﹤0.01% 7601
2024
Q4 		$1.27M Buy
20,333
+11,633
+134% +$761K ﹤0.01% 6546
2024
Q3 		$531K Buy
8,700
+610
+8% +$37.4K ﹤0.01% 8135
2024
Q2 		$412K Buy
+8,090
New +$412K ﹤0.01% 8450

Other funds holding BHRB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
HCM
Hutchinson Capital Management San Rafael, California $544M AUM 9.54% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BHBT
Burke & Herbert Bank & Trust Alexandria, Virginia $362M AUM 20.5% 1-Year Est. Return