LPL Financial
BHRB icon

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

LPL Financial’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 		$601K Buy
8,362
+1,792
+27% +$116K ﹤0.01% 4863
2026
Q1 		$409K Buy
+6,570
New +$425K ﹤0.01% 4946
2024
Q4 		– Sell
-4,944
Closed -$302K – 5295
2024
Q3 		$302K Sell
4,944
-4,137
-46% -$253K ﹤0.01% 4428
2024
Q2 		$463K Buy
+9,081
New +$463K ﹤0.01% 3938

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

LPL Financial's BHRB Position: Q2 2026 in Review

LPL Financial increased its Burke & Herbert Financial Services Corp (BHRB) stake by 27% in Q2 2026, buying an estimated $116K and bringing the position to 8,362 shares worth $601K. The position accounts for ﹤0.01% of the portfolio, ranked #4863.

LPL Financial first reported a position in BHRB in Q2 2024 and has held it in 4 quarters since. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • LPL Financial held 8,362 shares of Burke & Herbert Financial Services Corp worth $601K as of Q2 2026.
  • LPL Financial bought 1,792 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $116K.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4863 holding.
  • LPL Financial first reported a position in Burke & Herbert Financial Services Corp in Q2 2024 and has held it in 4 quarters since.
  • 207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.