Deutsche Bank
BHRB icon

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

Deutsche Bank’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 		$828K Buy
13,290
+1,613
+14% +$104K ﹤0.01% 2289
2025
Q4 		$728K Buy
11,677
+872
+8% +$54.7K ﹤0.01% 2363
2025
Q3 		$667K Buy
10,805
+1,832
+20% +$113K ﹤0.01% 2397
2025
Q2 		$536K Sell
8,973
-512
-5% -$28.4K ﹤0.01% 2421
2025
Q1 		$532K Sell
9,485
-1,175
-11% -$71.8K ﹤0.01% 2466
2024
Q4 		$665K Buy
10,660
+4,199
+65% +$275K ﹤0.01% 2474
2024
Q3 		$394K Buy
6,461
+2,016
+45% +$123K ﹤0.01% 2595
2024
Q2 		$227K Buy
4,445
+1,032
+30% +$52.6K ﹤0.01% 2733
2024
Q1 		$191K Buy
3,413
+77
+2% +$4.36K ﹤0.01% 2842
2023
Q4 		$210K Sell
3,336
-146
-4% -$7.27K ﹤0.01% 2856
2023
Q3 		$162K Buy
3,482
+610
+21% +$31.4K ﹤0.01% 2914
2023
Q2 		$184K Buy
+2,872
New +$225K ﹤0.01% 2933

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