Mercer Global Advisors
BHRB icon

Mercer Global Advisors’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Mercer Global Advisors’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 		$2.51M Buy
40,346
+20,377
+102% +$1.32M ﹤0.01% 1081
2025
Q4 		$1.24M Sell
19,969
-2,004
-9% -$126K ﹤0.01% 1338
2025
Q3 		$1.36M Buy
+21,973
New +$1.36M ﹤0.01% 1223

Other funds holding BHRB

BlackRock
BlackRock New York $5.72T 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

Mercer Global Advisors's BHRB Position: Q1 2026 in Review

Mercer Global Advisors increased its Burke & Herbert Financial Services Corp (BHRB) stake by 102% in Q1 2026, buying an estimated $1.32M and bringing the position to 40,346 shares worth $2.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Mercer Global Advisors first reported a position in BHRB in Q3 2025 and has held it in 3 quarters since. 163 funds tracked by Wall St. Rank hold BHRB as of Q1 2026.

  • Mercer Global Advisors held 40,346 shares of Burke & Herbert Financial Services Corp worth $2.51M as of Q1 2026.
  • Mercer Global Advisors bought 20,377 Burke & Herbert Financial Services Corp shares in Q1 2026, an estimated $1.32M.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1081 holding.
  • Mercer Global Advisors first reported a position in Burke & Herbert Financial Services Corp in Q3 2025 and has held it in 3 quarters since.
  • 163 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.