FUBT
BHRB icon

First United Bank & Trust’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

First United Bank & Trust’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 		$158K Sell
2,202
-59
-3% -$3.82K 0.05% 164
2026
Q1 		$141K Hold
2,261
– – 0.05% 166
2025
Q4 		$141K Hold
2,261
– – 0.05% 163
2025
Q3 		$139K Buy
2,261
+1,109
+96% +$68.6K 0.05% 169
2025
Q2 		$68.8K Hold
1,152
– – 0.02% 200
2025
Q1 		$64.6K Hold
1,152
– – 0.02% 206
2024
Q4 		$71.8K Hold
1,152
– – 0.03% 196
2024
Q3 		$70.3K Hold
1,152
– – 0.03% 198
2024
Q2 		$58.7K Buy
+1,152
New +$58.7K 0.02% 217

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

First United Bank & Trust's BHRB Position: Q2 2026 in Review

First United Bank & Trust reduced its Burke & Herbert Financial Services Corp (BHRB) stake by 2.6% in Q2 2026, selling an estimated $3.82K and leaving 2,202 shares worth $158K. The position accounts for 0.05% of the portfolio, ranked #164.

First United Bank & Trust first reported a position in BHRB in Q2 2024 and has held it in 9 quarters since. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • First United Bank & Trust held 2,202 shares of Burke & Herbert Financial Services Corp worth $158K as of Q2 2026.
  • First United Bank & Trust sold 59 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $3.82K.
  • Burke & Herbert Financial Services Corp made up 0.05% of First United Bank & Trust's portfolio in Q2 2026, its #164 holding.
  • First United Bank & Trust first reported a position in Burke & Herbert Financial Services Corp in Q2 2024 and has held it in 9 quarters since.
  • 207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.