Creative Planning
BHRB icon

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

Creative Planning’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 		$402K Buy
+5,601
New +$362K ﹤0.01% 3357
2025
Q1 		– Sell
-14
Closed -$873 – 3493
2024
Q4 		$873 Buy
+14
New +$916 ﹤0.01% 3548

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

Creative Planning's BHRB Position: Q2 2026 in Review

Creative Planning opened a new position in Burke & Herbert Financial Services Corp (BHRB) in Q2 2026: 5,601 shares worth $402K. The stake represents ﹤0.01% of the portfolio and ranks #3357 among its holdings. This is a return to the name: Creative Planning previously reported a position in BHRB as recently as Q4 2024.

Creative Planning first reported a position in BHRB in Q4 2024 and has held it in 2 quarters since. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • Creative Planning held 5,601 shares of Burke & Herbert Financial Services Corp worth $402K as of Q2 2026.
  • Burke & Herbert Financial Services Corp was a new Creative Planning position in Q2 2026.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3357 holding.
  • Creative Planning first reported a position in Burke & Herbert Financial Services Corp in Q4 2024 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 Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.