Geode Capital Management
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Geode Capital Management’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Geode Capital 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
2025
Q2 		$20.2M Buy
2025
Q1 		$17.7M Buy
2024
Q4 		$19.1M Sell
2024
Q3 		$18.7M Buy
2024
Q2 		$14.8M Buy
2024
Q1 		$7.91M Buy
2023
Q4 		$8.78M Buy
2023
Q3 		$6.14M Buy
2023
Q2 		$4.06M Buy