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IFP Advisors’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

IFP Advisors’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 		$9.27K Buy
129
+10
+8% +$647 ﹤0.01% 3447
2026
Q1 		$7.41K Sell
119
-13
-10% -$840 ﹤0.01% 3312
2025
Q4 		$8.22K Buy
132
+52
+65% +$3.26K ﹤0.01% 3171
2025
Q3 		$4.93K Buy
80
+12
+18% +$743 ﹤0.01% 3256
2025
Q2 		$4.06K Buy
+68
New +$3.77K ﹤0.01% 3524
2025
Q1 		– Hold
0
– – – 3583
2024
Q4 		– Hold
0
– – – 3555

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

IFP Advisors's BHRB Position: Q2 2026 in Review

IFP Advisors increased its Burke & Herbert Financial Services Corp (BHRB) stake by 8.4% in Q2 2026, buying an estimated $647 and bringing the position to 129 shares worth $9.27K. The position accounts for ﹤0.01% of the portfolio, ranked #3447.

IFP Advisors first reported a position in BHRB in Q2 2025 and has held it in 5 quarters since. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • IFP Advisors held 129 shares of Burke & Herbert Financial Services Corp worth $9.27K as of Q2 2026.
  • IFP Advisors bought 10 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $647.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3447 holding.
  • IFP Advisors first reported a position in Burke & Herbert Financial Services Corp in Q2 2025 and has held it in 5 quarters since.
  • 207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.