MWM
BHRB icon

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

Modera 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
2026
Q1 		$448K Hold
7,200
– – 0.01% 452
2025
Q4 		$449K Hold
7,200
– – 0.01% 474
2025
Q3 		$444K Buy
7,200
+1,000
+16% +$61.9K 0.01% 481
2025
Q2 		$370K Hold
6,200
– – ﹤0.01% 496
2025
Q1 		$348K Sell
6,200
-80
-1% -$4.89K ﹤0.01% 488
2024
Q4 		$392K Hold
6,280
– – ﹤0.01% 473
2024
Q3 		$383K Buy
+6,280
New +$385K ﹤0.01% 456

Other funds holding BHRB

BlackRock
BlackRock New York $5.7T 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