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KLP Kapitalforvaltning’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

KLP Kapitalforvaltning’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 		$273K Buy
3,800
+900
+31% +$58.2K ﹤0.01% 1770
2026
Q1 		$181K Hold
2,900
– – ﹤0.01% 1852
2025
Q4 		$181K Buy
2,900
+400
+16% +$25.1K ﹤0.01% 1872
2025
Q3 		$154K Hold
2,500
– – ﹤0.01% 1914
2025
Q2 		$149K Hold
2,500
– – ﹤0.01% 1893
2025
Q1 		$140K Hold
2,500
– – ﹤0.01% 1892
2024
Q4 		$156K Buy
+2,500
New +$164K ﹤0.01% 1923

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

KLP Kapitalforvaltning's BHRB Position: Q2 2026 in Review

KLP Kapitalforvaltning increased its Burke & Herbert Financial Services Corp (BHRB) stake by 31% in Q2 2026, buying an estimated $58.2K and bringing the position to 3,800 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

KLP Kapitalforvaltning first reported a position in BHRB in Q4 2024 and has held it in 7 quarters since. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • KLP Kapitalforvaltning held 3,800 shares of Burke & Herbert Financial Services Corp worth $273K as of Q2 2026.
  • KLP Kapitalforvaltning bought 900 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $58.2K.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of KLP Kapitalforvaltning's portfolio in Q2 2026, its #1770 holding.
  • KLP Kapitalforvaltning first reported a position in Burke & Herbert Financial Services Corp in Q4 2024 and has held it in 7 quarters since.
  • 207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on KLP Kapitalforvaltning's 13F filing for Q2 2026, filed 12 Aug 2026.