HSBC Holdings
BHRB icon

HSBC Holdings’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

HSBC Holdings’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 		– Sell
-6,802
Closed -$423K – 2946
2026
Q1 		$423K Sell
6,802
-3,254
-32% -$210K ﹤0.01% 2295
2025
Q4 		$627K Buy
+10,056
New +$631K ﹤0.01% 2193
2025
Q3 		– Sell
-4,533
Closed -$271K – 2735
2025
Q2 		$271K Buy
4,533
+544
+14% +$30.1K ﹤0.01% 2517
2025
Q1 		$221K Buy
+3,989
New +$244K ﹤0.01% 2571

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

HSBC Holdings's BHRB Position: Q2 2026 in Review

HSBC Holdings sold out of Burke & Herbert Financial Services Corp (BHRB) in Q2 2026, closing a stake of 6,802 shares — an estimated $423K sold.

HSBC Holdings first reported a position in BHRB in Q1 2025 and held it in 4 quarters. The position peaked at $627K in Q4 2025. 208 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • HSBC Holdings reported no remaining Burke & Herbert Financial Services Corp position as of Q2 2026 after selling out during the quarter.
  • HSBC Holdings sold 6,802 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $423K.
  • HSBC Holdings first reported a position in Burke & Herbert Financial Services Corp in Q1 2025 and held it in 4 quarters.
  • HSBC Holdings's Burke & Herbert Financial Services Corp position peaked at $627K in Q4 2025.
  • 208 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.