Mercer Global Advisors
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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
Q2 		$1.31M Sell
18,261
-22,085
-55% -$1.43M ﹤0.01% 1578
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 $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

Mercer Global Advisors's BHRB Position: Q2 2026 in Review

Mercer Global Advisors reduced its Burke & Herbert Financial Services Corp (BHRB) stake by 55% in Q2 2026, selling an estimated $1.43M and leaving 18,261 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

Mercer Global Advisors first reported a position in BHRB in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.51M in Q1 2026. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • Mercer Global Advisors held 18,261 shares of Burke & Herbert Financial Services Corp worth $1.31M as of Q2 2026.
  • Mercer Global Advisors sold 22,085 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $1.43M.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1578 holding.
  • Mercer Global Advisors first reported a position in Burke & Herbert Financial Services Corp in Q3 2025 and has held it in 4 quarters since.
  • Mercer Global Advisors's Burke & Herbert Financial Services Corp position peaked at $2.51M in Q1 2026.
  • 207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.