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Larson Financial Group’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Larson Financial Group’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 		$105K Buy
1,457
+1,455
+72,750% +$94.1K ﹤0.01% 1159
2026
Q1 		$125 Buy
+2
New +$129 ﹤0.01% 3500
2025
Q4 		– Sell
-2
Closed -$123 – 3478
2025
Q3 		$123 Buy
+2
New +$124 ﹤0.01% 3305
2025
Q2 		– Sell
-2,521
Closed -$141K – 3295
2025
Q1 		$141K Buy
+2,521
New +$154K 0.01% 696

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

Larson Financial Group's BHRB Position: Q2 2026 in Review

Larson Financial Group increased its Burke & Herbert Financial Services Corp (BHRB) stake by 72,750% in Q2 2026, buying an estimated $94.1K and bringing the position to 1,457 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

Larson Financial Group first reported a position in BHRB in Q1 2025 and has held it in 4 quarters since. The position peaked at $141K in Q1 2025. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • Larson Financial Group held 1,457 shares of Burke & Herbert Financial Services Corp worth $105K as of Q2 2026.
  • Larson Financial Group bought 1,455 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $94.1K.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1159 holding.
  • Larson Financial Group first reported a position in Burke & Herbert Financial Services Corp in Q1 2025 and has held it in 4 quarters since.
  • Larson Financial Group's Burke & Herbert Financial Services Corp position peaked at $141K in Q1 2025.
  • 207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

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