JY
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Jeff Yass’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Jeff Yass’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
-8,490
Closed -$529K – 13391
2026
Q1 		$529K Buy
+8,490
New +$549K ﹤0.01% 9523
2025
Q3 		– Sell
-18,632
Closed -$1.11M – 12406
2025
Q2 		$1.11M Buy
18,632
+1,263
+7% +$69.9K ﹤0.01% 7159
2025
Q1 		$975K Buy
17,369
+10,703
+161% +$654K ﹤0.01% 7322
2024
Q4 		$416K Buy
+6,666
New +$436K ﹤0.01% 9126

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

Jeff Yass's BHRB Position: Q2 2026 in Review

Jeff Yass sold out of Burke & Herbert Financial Services Corp (BHRB) in Q2 2026, closing a stake of 8,490 shares — an estimated $529K sold.

Jeff Yass first reported a position in BHRB in Q4 2024 and held it in 4 quarters. The position peaked at $1.11M in Q2 2025. 206 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • Jeff Yass reported no remaining Burke & Herbert Financial Services Corp position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 8,490 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $529K.
  • Jeff Yass first reported a position in Burke & Herbert Financial Services Corp in Q4 2024 and held it in 4 quarters.
  • Jeff Yass's Burke & Herbert Financial Services Corp position peaked at $1.11M in Q2 2025.
  • 206 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.