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

Marshall Wace’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 		– Sell
-32,393
Closed -$2.02M – 3203
2025
Q4 		$2.02M Sell
32,393
-16,120
-33% -$1.01M ﹤0.01% 1579
2025
Q3 		$2.99M Sell
48,513
-42,151
-46% -$2.61M ﹤0.01% 1419
2025
Q2 		$5.42M Buy
90,664
+14,217
+19% +$787K 0.01% 1102
2025
Q1 		$4.29M Buy
+76,447
New +$4.67M 0.01% 1138
2024
Q3 		– Sell
-8,384
Closed -$427K – 2517
2024
Q2 		$427K Buy
+8,384
New +$427K ﹤0.01% 2016

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
HCM
Hutchinson Capital Management San Rafael, California $584M AUM 12.69% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
BHBT
Burke & Herbert Bank & Trust Alexandria, Virginia $403M AUM 26.8% 1-Year Est. Return

Marshall Wace's BHRB Position: Q1 2026 in Review

Marshall Wace sold out of Burke & Herbert Financial Services Corp (BHRB) in Q1 2026, closing a stake of 32,393 shares — an estimated $2.02M sold.

Marshall Wace first reported a position in BHRB in Q2 2024 and held it in 5 quarters. The position peaked at $5.42M in Q2 2025. 163 funds tracked by Wall St. Rank hold BHRB as of Q1 2026.

  • Marshall Wace reported no remaining Burke & Herbert Financial Services Corp position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 32,393 Burke & Herbert Financial Services Corp shares in Q1 2026, an estimated $2.02M.
  • Marshall Wace first reported a position in Burke & Herbert Financial Services Corp in Q2 2024 and held it in 5 quarters.
  • Marshall Wace's Burke & Herbert Financial Services Corp position peaked at $5.42M in Q2 2025.
  • 163 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.