Jupiter Asset Management’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Jupiter Asset 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	$4.62M	Buy	+64,238	New	+$4.15M	0.02%	371

Other funds holding BHRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

VCA

Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Jupiter Asset Management's BHRB Position: Q2 2026 in Review

Jupiter Asset Management opened a new position in Burke & Herbert Financial Services Corp (BHRB) in Q2 2026: 64,238 shares worth $4.62M. The stake represents 0.02% of the portfolio and ranks #371 among its holdings.

81 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

Jupiter Asset Management held 64,238 shares of Burke & Herbert Financial Services Corp worth $4.62M as of Q2 2026.
Burke & Herbert Financial Services Corp was a new Jupiter Asset Management position in Q2 2026.
Burke & Herbert Financial Services Corp made up 0.02% of Jupiter Asset Management's portfolio in Q2 2026, its #371 holding.
81 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

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