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

Hutchinson 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
2026 Q2	$18.6M	Buy	259,080 +1,000	+0.4%	+$64.7K	3.19%	9
2026 Q1	$16.1M	Hold	258,080	–	–	2.95%	11
2025 Q4	$16.1M	Hold	258,080	–	–	2.76%	14
2025 Q3	$15.9M	Buy	258,080 +1,000	+0.4%	+$61.9K	2.76%	10
2025 Q2	$15.4M	Hold	257,080	–	–	2.8%	14
2025 Q1	$14.4M	Hold	257,080	–	–	2.75%	15
2024 Q4	$16M	Sell	257,080 -2,000	-0.8%	-$131K	3.03%	10
2024 Q3	$15.8M	Buy	259,080 +4,000	+2%	+$245K	2.99%	13
2024 Q2	$13M	Hold	255,080	–	–	2.66%	15
2024 Q1	$14.3M	Hold	255,080	–	–	2.89%	14
2023 Q4	$16M	Hold	255,080	–	–	3.5%	12
2023 Q3	$11.9M	Hold	255,080	–	–	2.79%	15
2023 Q2	$16.4M	Buy	+255,080	New	+$20M	3.84%	9

Other funds holding BHRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BHBT

Burke & Herbert Bank & Trust Alexandria, Virginia $403M AUM 26.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hutchinson Capital Management's BHRB Position: Q2 2026 in Review

Hutchinson Capital Management increased its Burke & Herbert Financial Services Corp (BHRB) stake by 0.39% in Q2 2026, buying an estimated $64.7K and bringing the position to 259,080 shares worth $18.6M. The position accounts for 3.19% of the portfolio, ranked #9.

Hutchinson Capital Management first reported a position in BHRB in Q2 2023 and has held it in 13 quarters since. 208 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

Hutchinson Capital Management held 259,080 shares of Burke & Herbert Financial Services Corp worth $18.6M as of Q2 2026.
Hutchinson Capital Management bought 1,000 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $64.7K.
Burke & Herbert Financial Services Corp made up 3.19% of Hutchinson Capital Management's portfolio in Q2 2026, its #9 holding.
Hutchinson Capital Management first reported a position in Burke & Herbert Financial Services Corp in Q2 2023 and has held it in 13 quarters since.
208 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on Hutchinson Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.