GI
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GAMMA Investing’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

GAMMA Investing’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 		$5.61K Buy
78
+12
+18% +$776 ﹤0.01% 3418
2026
Q1 		$4.11K Buy
66
+4
+6% +$259 ﹤0.01% 3434
2025
Q4 		$3.86K Sell
62
-32
-34% -$2.01K ﹤0.01% 3386
2025
Q3 		$5.8K Buy
94
+28
+42% +$1.73K ﹤0.01% 3117
2025
Q2 		$3.94K Sell
66
-46
-41% -$2.55K ﹤0.01% 3214
2025
Q1 		$6.28K Buy
112
+68
+155% +$4.16K ﹤0.01% 2983
2024
Q4 		$2.74K Buy
44
+37
+529% +$2.42K ﹤0.01% 3122
2024
Q3 		$427 Sell
7
-35
-83% -$2.14K ﹤0.01% 3416
2024
Q2 		$2.14K Hold
42
– – ﹤0.01% 2862
2024
Q1 		$2.35K Hold
42
– – ﹤0.01% 2704
2023
Q4 		$2.45K Buy
+42
New +$2.09K ﹤0.01% 2515

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

GAMMA Investing's BHRB Position: Q2 2026 in Review

GAMMA Investing increased its Burke & Herbert Financial Services Corp (BHRB) stake by 18% in Q2 2026, buying an estimated $776 and bringing the position to 78 shares worth $5.61K. The position accounts for ﹤0.01% of the portfolio, ranked #3418.

GAMMA Investing first reported a position in BHRB in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.28K in Q1 2025. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • GAMMA Investing held 78 shares of Burke & Herbert Financial Services Corp worth $5.61K as of Q2 2026.
  • GAMMA Investing bought 12 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $776.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3418 holding.
  • GAMMA Investing first reported a position in Burke & Herbert Financial Services Corp in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's Burke & Herbert Financial Services Corp position peaked at $6.28K in Q1 2025.
  • 207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.