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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
HCM
Hutchinson Capital Management San Rafael, California $544M AUM 9.54% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BHBT
Burke & Herbert Bank & Trust Alexandria, Virginia $362M AUM 20.5% 1-Year Est. Return