Ken Griffin’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Ken Griffin’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 Q1	$567K	Buy	9,096 +4,068	+81%	+$263K	﹤0.01%	9001
2025 Q4	$313K	Sell	5,028 -3,360	-40%	-$211K	﹤0.01%	10034
2025 Q3	$517K	Buy	+8,388	New	+$519K	﹤0.01%	9049
2025 Q2	–	Sell	-13,338	Closed	-$748K	–	12598
2025 Q1	$748K	Sell	13,338 -6,995	-34%	-$428K	﹤0.01%	7601
2024 Q4	$1.27M	Buy	20,333 +11,633	+134%	+$761K	﹤0.01%	6546
2024 Q3	$531K	Buy	8,700 +610	+8%	+$37.4K	﹤0.01%	8135
2024 Q2	$412K	Buy	+8,090	New	+$412K	﹤0.01%	8450

Other funds holding BHRB

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

BHBT

Burke & Herbert Bank & Trust Alexandria, Virginia $403M AUM 26.8% 1-Year Est. Return

Ken Griffin's BHRB Position: Q1 2026 in Review

Ken Griffin increased its Burke & Herbert Financial Services Corp (BHRB) stake by 81% in Q1 2026, buying an estimated $263K and bringing the position to 9,096 shares worth $567K. The position accounts for ﹤0.01% of the portfolio, ranked #9001.

Ken Griffin first reported a position in BHRB in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q4 2024. 163 funds tracked by Wall St. Rank hold BHRB as of Q1 2026.

Ken Griffin held 9,096 shares of Burke & Herbert Financial Services Corp worth $567K as of Q1 2026.
Ken Griffin bought 4,068 Burke & Herbert Financial Services Corp shares in Q1 2026, an estimated $263K.
Burke & Herbert Financial Services Corp made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #9001 holding.
Ken Griffin first reported a position in Burke & Herbert Financial Services Corp in Q2 2024 and has held it in 7 quarters since.
Ken Griffin's Burke & Herbert Financial Services Corp position peaked at $1.27M in Q4 2024.
163 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.