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Mittelman Wealth Management’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Mittelman Wealth Management’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
2025
Q1 		– Sell
-7,801
Closed -$486K – 34
2024
Q4 		$486K Sell
7,801
-3,000
-28% -$196K 0.45% 23
2024
Q3 		$659K Buy
+10,801
New +$662K 0.37% 17

Other funds holding BHRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Mittelman Wealth Management's BHRB Position: Q1 2025 in Review

Mittelman Wealth Management sold out of Burke & Herbert Financial Services Corp (BHRB) in Q1 2025, closing a stake of 7,801 shares — an estimated $486K sold.

Mittelman Wealth Management first reported a position in BHRB in Q3 2024 and held it in 2 quarters. The position peaked at $659K in Q3 2024. 136 funds tracked by Wall St. Rank hold BHRB as of Q1 2025.

  • Mittelman Wealth Management reported no remaining Burke & Herbert Financial Services Corp position as of Q1 2025 after selling out during the quarter.
  • Mittelman Wealth Management sold 7,801 Burke & Herbert Financial Services Corp shares in Q1 2025, an estimated $486K.
  • Mittelman Wealth Management first reported a position in Burke & Herbert Financial Services Corp in Q3 2024 and held it in 2 quarters.
  • Mittelman Wealth Management's Burke & Herbert Financial Services Corp position peaked at $659K in Q3 2024.
  • 136 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q1 2025.

Based on Mittelman Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.