INTECH Investment Management
BHRB icon

INTECH Investment Management’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

INTECH Investment 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 		$211K Sell
2,935
-404
-12% -$26.1K ﹤0.01% 1772
2026
Q1 		$208K Sell
3,339
-1,871
-36% -$121K ﹤0.01% 1738
2025
Q4 		$325K Sell
5,210
-1,127
-18% -$70.7K ﹤0.01% 1725
2025
Q3 		$391K Sell
6,337
-424
-6% -$26.2K ﹤0.01% 1698
2025
Q2 		$404K Hold
6,761
– – ﹤0.01% 1727
2025
Q1 		$379K Buy
6,761
+2,300
+52% +$141K ﹤0.01% 1764
2024
Q4 		$278K Buy
+4,461
New +$292K ﹤0.01% 1870

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 $3.38T AUM 44.17% 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

INTECH Investment Management's BHRB Position: Q2 2026 in Review

INTECH Investment Management reduced its Burke & Herbert Financial Services Corp (BHRB) stake by 12% in Q2 2026, selling an estimated $26.1K and leaving 2,935 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

INTECH Investment Management first reported a position in BHRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $404K in Q2 2025. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • INTECH Investment Management held 2,935 shares of Burke & Herbert Financial Services Corp worth $211K as of Q2 2026.
  • INTECH Investment Management sold 404 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $26.1K.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of INTECH Investment Management's portfolio in Q2 2026, its #1772 holding.
  • INTECH Investment Management first reported a position in Burke & Herbert Financial Services Corp in Q4 2024 and has held it in 7 quarters since.
  • INTECH Investment Management's Burke & Herbert Financial Services Corp position peaked at $404K in Q2 2025.
  • 207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

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