DS
BHRB icon

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

David Shaw’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
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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
HCM
Hutchinson Capital Management San Rafael, California $584M AUM 12.69% 1-Year Est. Return

David Shaw's BHRB Position: Q2 2026 in Review

David Shaw 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.

David Shaw 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.

  • David Shaw held 26,599 shares of Burke & Herbert Financial Services Corp worth $1.91M as of Q2 2026.
  • David Shaw 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 David Shaw's portfolio in Q2 2026, its #3242 holding.
  • David Shaw first reported a position in Burke & Herbert Financial Services Corp in Q3 2024 and has held it in 8 quarters since.
  • David Shaw'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.