Focus Partners Wealth
BHRB icon

Focus Partners Wealth’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Focus Partners Wealth’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 		$381K Sell
5,304
-777
-13% -$50.3K ﹤0.01% 2123
2026
Q1 		$379K Sell
6,081
-328
-5% -$21.2K ﹤0.01% 2058
2025
Q4 		$399K Buy
6,409
+30
+0.5% +$1.88K ﹤0.01% 2055
2025
Q3 		$385K Buy
6,379
+1,162
+22% +$71.9K ﹤0.01% 1718
2025
Q2 		$312K Buy
5,217
+75
+1% +$4.15K ﹤0.01% 1659
2025
Q1 		$289K Hold
5,142
– – ﹤0.01% 1593
2024
Q4 		$321K Hold
5,142
– – ﹤0.01% 1519
2024
Q3 		$314K Buy
+5,142
New +$315K ﹤0.01% 1309

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

Focus Partners Wealth's BHRB Position: Q2 2026 in Review

Focus Partners Wealth reduced its Burke & Herbert Financial Services Corp (BHRB) stake by 13% in Q2 2026, selling an estimated $50.3K and leaving 5,304 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

Focus Partners Wealth first reported a position in BHRB in Q3 2024 and has held it in 8 quarters since. The position peaked at $399K in Q4 2025. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • Focus Partners Wealth held 5,304 shares of Burke & Herbert Financial Services Corp worth $381K as of Q2 2026.
  • Focus Partners Wealth sold 777 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $50.3K.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2123 holding.
  • Focus Partners Wealth first reported a position in Burke & Herbert Financial Services Corp in Q3 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's Burke & Herbert Financial Services Corp position peaked at $399K in Q4 2025.
  • 207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.