Mariner
BHRB icon

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

Mariner’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 		$508K Buy
7,066
+3,516
+99% +$227K ﹤0.01% 2448
2026
Q1 		$221K Sell
3,550
-2,666
-43% -$172K ﹤0.01% 3108
2025
Q4 		$387K Sell
6,216
-1,281
-17% -$80.3K ﹤0.01% 2643
2025
Q3 		$463K Buy
7,497
+1,495
+25% +$92.5K ﹤0.01% 2492
2025
Q2 		$358K Sell
6,002
-1,230
-17% -$68.1K ﹤0.01% 2584
2025
Q1 		$406K Sell
7,232
-246
-3% -$15K ﹤0.01% 2369
2024
Q4 		$466K Sell
7,478
-248
-3% -$16.2K ﹤0.01% 2252
2024
Q3 		$471K Sell
7,726
-321
-4% -$19.7K ﹤0.01% 2172
2024
Q2 		$410K Sell
8,047
-8,118
-50% -$414K ﹤0.01% 2202
2024
Q1 		$906K Buy
16,165
+959
+6% +$54.2K ﹤0.01% 1572
2023
Q4 		$956K Buy
15,206
+9,875
+185% +$492K ﹤0.01% 1461
2023
Q3 		$248K Buy
+5,331
New +$275K ﹤0.01% 2326

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

Mariner's BHRB Position: Q2 2026 in Review

Mariner increased its Burke & Herbert Financial Services Corp (BHRB) stake by 99% in Q2 2026, buying an estimated $227K and bringing the position to 7,066 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

Mariner first reported a position in BHRB in Q3 2023 and has held it in 12 quarters since. The position peaked at $956K in Q4 2023. 208 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • Mariner held 7,066 shares of Burke & Herbert Financial Services Corp worth $508K as of Q2 2026.
  • Mariner bought 3,516 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $227K.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2448 holding.
  • Mariner first reported a position in Burke & Herbert Financial Services Corp in Q3 2023 and has held it in 12 quarters since.
  • Mariner's Burke & Herbert Financial Services Corp position peaked at $956K in Q4 2023.
  • 208 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.