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

Clearstead 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
Q2 		$863 Buy
+12
New +$776 ﹤0.01% 2742
2025
Q4 		– Sell
-57
Closed -$3.52K – 2800
2025
Q3 		$3.52K Buy
57
+24
+73% +$1.49K ﹤0.01% 2286
2025
Q2 		$1.97K Buy
+33
New +$1.83K ﹤0.01% 2330

Other funds holding BHRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
HCM
Hutchinson Capital Management San Rafael, California $584M AUM 12.69% 1-Year Est. Return
BHBT
Burke & Herbert Bank & Trust Alexandria, Virginia $403M AUM 26.8% 1-Year Est. Return

Clearstead Advisors's BHRB Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Burke & Herbert Financial Services Corp (BHRB) in Q2 2026: 12 shares worth $863. The stake represents ﹤0.01% of the portfolio and ranks #2742 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in BHRB as recently as Q3 2025.

Clearstead Advisors first reported a position in BHRB in Q2 2025 and has held it in 3 quarters since. The position peaked at $3.52K in Q3 2025. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • Clearstead Advisors held 12 shares of Burke & Herbert Financial Services Corp worth $863 as of Q2 2026.
  • Burke & Herbert Financial Services Corp was a new Clearstead Advisors position in Q2 2026.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2742 holding.
  • Clearstead Advisors first reported a position in Burke & Herbert Financial Services Corp in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Burke & Herbert Financial Services Corp position peaked at $3.52K in Q3 2025.
  • 207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.