D.E. Shaw & Co’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

D.E. Shaw & Co’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	$1.91M	Buy	26,599 +8,003	+43%	+$518K	﹤0.01%	3242
2026 Q1	$1.16M	Sell	18,596 -332	-2%	-$21.5K	﹤0.01%	3341
2025 Q4	$1.18M	Sell	18,928 -7,804	-29%	-$489K	﹤0.01%	3435
2025 Q3	$1.65M	Sell	26,732 -9,783	-27%	-$605K	﹤0.01%	3108
2025 Q2	$2.18M	Sell	36,515 -4,116	-10%	-$228K	﹤0.01%	2677
2025 Q1	$2.28M	Buy	40,631 +28,605	+238%	+$1.75M	﹤0.01%	2510
2024 Q4	$750K	Buy	12,026 +6,355	+112%	+$416K	﹤0.01%	3379
2024 Q3	$346K	Buy	+5,671	New	+$347K	﹤0.01%	3907

Other funds holding BHRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

D.E. Shaw & Co's BHRB Position: Q2 2026 in Review

D.E. Shaw & Co increased its Burke & Herbert Financial Services Corp (BHRB) stake by 43% in Q2 2026, buying an estimated $518K and bringing the position to 26,599 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #3242.

D.E. Shaw & Co first reported a position in BHRB in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.28M in Q1 2025. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

D.E. Shaw & Co held 26,599 shares of Burke & Herbert Financial Services Corp worth $1.91M as of Q2 2026.
D.E. Shaw & Co bought 8,003 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $518K.
Burke & Herbert Financial Services Corp made up ﹤0.01% of D.E. Shaw & Co's portfolio in Q2 2026, its #3242 holding.
D.E. Shaw & Co first reported a position in Burke & Herbert Financial Services Corp in Q3 2024 and has held it in 8 quarters since.
D.E. Shaw & Co's Burke & Herbert Financial Services Corp position peaked at $2.28M in Q1 2025.
207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.