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Evermay Wealth Management’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Evermay Wealth Management’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
-185,765
Closed -$11.6M – 654
2026
Q1 		$11.6M Buy
+185,765
New +$12M 1.28% 15

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

Evermay Wealth Management's BHRB Position: Q2 2026 in Review

Evermay Wealth Management sold out of Burke & Herbert Financial Services Corp (BHRB) in Q2 2026, closing a stake of 185,765 shares — an estimated $11.6M sold.

Evermay Wealth Management first reported a position in BHRB in Q1 2026 and held it in 1 quarter. The position peaked at $11.6M in Q1 2026. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • Evermay Wealth Management reported no remaining Burke & Herbert Financial Services Corp position as of Q2 2026 after selling out during the quarter.
  • Evermay Wealth Management sold 185,765 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $11.6M.
  • Evermay Wealth Management first reported a position in Burke & Herbert Financial Services Corp in Q1 2026 and held it in 1 quarter.
  • Evermay Wealth Management's Burke & Herbert Financial Services Corp position peaked at $11.6M in Q1 2026.
  • 207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.