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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
Q2 		$589K Buy
8,200
+1,000
+14% +$64.7K 0.01% 428
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 $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

Modera Wealth Management's BHRB Position: Q2 2026 in Review

Modera Wealth Management increased its Burke & Herbert Financial Services Corp (BHRB) stake by 14% in Q2 2026, buying an estimated $64.7K and bringing the position to 8,200 shares worth $589K. The position accounts for 0.01% of the portfolio, ranked #428.

Modera Wealth Management first reported a position in BHRB in Q3 2024 and has held it in 8 quarters since. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • Modera Wealth Management held 8,200 shares of Burke & Herbert Financial Services Corp worth $589K as of Q2 2026.
  • Modera Wealth Management bought 1,000 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $64.7K.
  • Burke & Herbert Financial Services Corp made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #428 holding.
  • Modera Wealth Management first reported a position in Burke & Herbert Financial Services Corp in Q3 2024 and has held it in 8 quarters since.
  • 207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.