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John Overdeck’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

John Overdeck’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 		$6.94M Buy
96,630
+49,345
+104% +$3.19M 0.01% 1836
2026
Q1 		$2.95M Buy
47,285
+15,322
+48% +$990K ﹤0.01% 2455
2025
Q4 		$1.99M Sell
31,963
-4,342
-12% -$272K ﹤0.01% 2436
2025
Q3 		$2.24M Buy
36,305
+11,826
+48% +$732K ﹤0.01% 2048
2025
Q2 		$1.46M Sell
24,479
-12,037
-33% -$667K ﹤0.01% 2032
2025
Q1 		$2.05M Buy
36,516
+28,809
+374% +$1.76M ﹤0.01% 1723
2024
Q4 		$481K Sell
7,707
-760
-9% -$49.7K ﹤0.01% 2555
2024
Q3 		$516K Sell
8,467
-1,166
-12% -$71.4K ﹤0.01% 2463
2024
Q2 		$491K Buy
+9,633
New +$491K ﹤0.01% 2378

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

John Overdeck's BHRB Position: Q2 2026 in Review

John Overdeck increased its Burke & Herbert Financial Services Corp (BHRB) stake by 104% in Q2 2026, buying an estimated $3.19M and bringing the position to 96,630 shares worth $6.94M. The position accounts for 0.01% of the portfolio, ranked #1836.

John Overdeck first reported a position in BHRB in Q2 2024 and has held it in 9 quarters since. 206 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • John Overdeck held 96,630 shares of Burke & Herbert Financial Services Corp worth $6.94M as of Q2 2026.
  • John Overdeck bought 49,345 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $3.19M.
  • Burke & Herbert Financial Services Corp made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1836 holding.
  • John Overdeck first reported a position in Burke & Herbert Financial Services Corp in Q2 2024 and has held it in 9 quarters since.
  • 206 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.