Empower Advisory Group
BHRB icon

Empower Advisory Group’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Empower Advisory Group’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 		– Sell
-9,239
Closed -$575K – 537
2026
Q1 		$575K Hold
9,239
– – ﹤0.01% 303
2025
Q4 		$576K Hold
9,239
– – ﹤0.01% 316
2025
Q3 		$570K Hold
9,239
– – ﹤0.01% 320
2025
Q2 		$552K Sell
9,239
-2,321
-20% -$129K ﹤0.01% 312
2025
Q1 		$649K Hold
11,560
– – ﹤0.01% 288
2024
Q4 		$721K Hold
11,560
– – ﹤0.01% 280
2024
Q3 		$705K Hold
11,560
– – ﹤0.01% 270
2024
Q2 		$589K Buy
+11,560
New +$589K ﹤0.01% 284

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

Empower Advisory Group's BHRB Position: Q2 2026 in Review

Empower Advisory Group sold out of Burke & Herbert Financial Services Corp (BHRB) in Q2 2026, closing a stake of 9,239 shares — an estimated $575K sold.

Empower Advisory Group first reported a position in BHRB in Q2 2024 and held it in 8 quarters. The position peaked at $721K in Q4 2024. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • Empower Advisory Group reported no remaining Burke & Herbert Financial Services Corp position as of Q2 2026 after selling out during the quarter.
  • Empower Advisory Group sold 9,239 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $575K.
  • Empower Advisory Group first reported a position in Burke & Herbert Financial Services Corp in Q2 2024 and held it in 8 quarters.
  • Empower Advisory Group's Burke & Herbert Financial Services Corp position peaked at $721K in Q4 2024.
  • 207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.