Goldman Sachs
BHRB icon

Goldman Sachs’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Goldman Sachs’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
Q1 		$11.4M Buy
183,133
+18,870
+11% +$1.22M ﹤0.01% 2959
2025
Q4 		$10.2M Buy
164,263
+66,778
+69% +$4.19M ﹤0.01% 3075
2025
Q3 		$6.01M Buy
97,485
+47,041
+93% +$2.91M ﹤0.01% 3486
2025
Q2 		$3.01M Sell
50,444
-21,405
-30% -$1.19M ﹤0.01% 3862
2025
Q1 		$4.03M Buy
71,849
+10,117
+16% +$618K ﹤0.01% 3564
2024
Q4 		$3.85M Buy
61,732
+18,120
+42% +$1.19M ﹤0.01% 3712
2024
Q3 		$2.66M Buy
43,612
+21,606
+98% +$1.32M ﹤0.01% 3895
2024
Q2 		$1.12M Buy
22,006
+14,864
+208% +$758K ﹤0.01% 4359
2024
Q1 		$400K Sell
7,142
-951
-12% -$53.8K ﹤0.01% 4851
2023
Q4 		$509K Buy
+8,093
New +$403K ﹤0.01% 4746
2023
Q3 		– Sell
-6,609
Closed -$424K – 5545
2023
Q2 		$424K Buy
+6,609
New +$519K ﹤0.01% 4825

Other funds holding BHRB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
HCM
Hutchinson Capital Management San Rafael, California $544M AUM 9.54% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BHBT
Burke & Herbert Bank & Trust Alexandria, Virginia $362M AUM 20.5% 1-Year Est. Return