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Continuum Advisory’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Continuum Advisory’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 		$1.22K Buy
+17
New +$1.1K ﹤0.01% 1824
2025
Q2 		– Sell
-17
Closed -$954 – 527
2025
Q1 		$954 Buy
+17
New +$1.04K ﹤0.01% 1513

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

Continuum Advisory's BHRB Position: Q2 2026 in Review

Continuum Advisory opened a new position in Burke & Herbert Financial Services Corp (BHRB) in Q2 2026: 17 shares worth $1.22K. The stake represents ﹤0.01% of the portfolio and ranks #1824 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in BHRB as recently as Q1 2025.

Continuum Advisory first reported a position in BHRB in Q1 2025 and has held it in 2 quarters since. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • Continuum Advisory held 17 shares of Burke & Herbert Financial Services Corp worth $1.22K as of Q2 2026.
  • Burke & Herbert Financial Services Corp was a new Continuum Advisory position in Q2 2026.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1824 holding.
  • Continuum Advisory first reported a position in Burke & Herbert Financial Services Corp in Q1 2025 and has held it in 2 quarters since.
  • 207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.