Legal & General Group
BHRB icon

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

Legal & General 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 		$1.15M Buy
16,074
+4,466
+38% +$289K ﹤0.01% 2151
2026
Q1 		$723K Sell
11,608
-2,812
-20% -$182K ﹤0.01% 2253
2025
Q4 		$900K Buy
14,420
+1,031
+8% +$64.7K ﹤0.01% 2246
2025
Q3 		$826K Hold
13,389
– – ﹤0.01% 2291
2025
Q2 		$798K Buy
13,389
+538
+4% +$29.8K ﹤0.01% 2303
2025
Q1 		$722K Hold
12,851
– – ﹤0.01% 2291
2024
Q4 		$809K Hold
12,851
– – ﹤0.01% 2307
2024
Q3 		$784K Buy
12,851
+11,212
+684% +$687K ﹤0.01% 2314
2024
Q2 		$82.5K Buy
1,639
+1,077
+192% +$54.9K ﹤0.01% 2739
2024
Q1 		$31.5K Hold
562
– – ﹤0.01% 2845
2023
Q4 		$35.4K Hold
562
– – ﹤0.01% 2863
2023
Q3 		$26.1K Buy
+562
New +$29K ﹤0.01% 2949

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

Legal & General Group's BHRB Position: Q2 2026 in Review

Legal & General Group increased its Burke & Herbert Financial Services Corp (BHRB) stake by 38% in Q2 2026, buying an estimated $289K and bringing the position to 16,074 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2151.

Legal & General Group first reported a position in BHRB in Q3 2023 and has held it in 12 quarters since. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • Legal & General Group held 16,074 shares of Burke & Herbert Financial Services Corp worth $1.15M as of Q2 2026.
  • Legal & General Group bought 4,466 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $289K.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Legal & General Group's portfolio in Q2 2026, its #2151 holding.
  • Legal & General Group first reported a position in Burke & Herbert Financial Services Corp in Q3 2023 and has held it in 12 quarters since.
  • 207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.