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

Covestor’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 		$2K Buy
28
+12
+75% +$776 ﹤0.01% 1953
2026
Q1 		$1K Sell
16
-14
-47% -$905 ﹤0.01% 1978
2025
Q4 		$2K Sell
30
-4
-12% -$251 ﹤0.01% 1895
2025
Q3 		$2K Buy
34
+8
+31% +$495 ﹤0.01% 1918
2025
Q2 		$2K Buy
26
+25
+2,500% +$1.39K ﹤0.01% 1824
2025
Q1 		$0 Buy
+1
New +$61 ﹤0.01% 2225
2024
Q3 		– Sell
-25
Closed -$1.53K – 2226
2024
Q2 		$1K Buy
+25
New +$1.27K ﹤0.01% 1935

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

Covestor's BHRB Position: Q2 2026 in Review

Covestor increased its Burke & Herbert Financial Services Corp (BHRB) stake by 75% in Q2 2026, buying an estimated $776 and bringing the position to 28 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

Covestor first reported a position in BHRB in Q2 2024 and has held it in 7 quarters since. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • Covestor held 28 shares of Burke & Herbert Financial Services Corp worth $2K as of Q2 2026.
  • Covestor bought 12 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $776.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1953 holding.
  • Covestor first reported a position in Burke & Herbert Financial Services Corp in Q2 2024 and has held it in 7 quarters since.
  • 207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.