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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

EWM

Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return

Hutchinson Capital Management's BHRB Position: Q1 2026 in Review

Hutchinson Capital Management held its Burke & Herbert Financial Services Corp (BHRB) position steady in Q1 2026 at 258,080 shares worth $16.1M. The position accounts for 2.95% of the portfolio, ranked #11.

Hutchinson Capital Management first reported a position in BHRB in Q2 2023 and has held it in 12 quarters since. The position peaked at $16.4M in Q2 2023. 163 funds tracked by Wall St. Rank hold BHRB as of Q1 2026.

Hutchinson Capital Management held 258,080 shares of Burke & Herbert Financial Services Corp worth $16.1M as of Q1 2026.
Hutchinson Capital Management left its Burke & Herbert Financial Services Corp share count unchanged in Q1 2026.
Burke & Herbert Financial Services Corp made up 2.95% of Hutchinson Capital Management's portfolio in Q1 2026, its #11 holding.
Hutchinson Capital Management first reported a position in Burke & Herbert Financial Services Corp in Q2 2023 and has held it in 12 quarters since.
Hutchinson Capital Management's Burke & Herbert Financial Services Corp position peaked at $16.4M in Q2 2023.
163 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q1 2026.

Based on Hutchinson Capital Management's 13F filing for Q1 2026, filed 12 May 2026.