D.E. Shaw & Co
BHRB icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
HCM
Hutchinson Capital Management San Rafael, California $544M AUM 9.54% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BHBT
Burke & Herbert Bank & Trust Alexandria, Virginia $362M AUM 20.5% 1-Year Est. Return