Nisa Investment Advisors
BHRB icon

Nisa Investment Advisors’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Nisa Investment 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 		$872 Hold
14
– – ﹤0.01% 2769
2025
Q4 		$872 Hold
14
– – ﹤0.01% 2732
2025
Q3 		$864 Buy
14
+2
+17% +$124 ﹤0.01% 2764
2025
Q2 		$717 Hold
12
– – ﹤0.01% 2804
2025
Q1 		$673 Hold
12
– – ﹤0.01% 2738
2024
Q4 		$748 Hold
12
– – ﹤0.01% 2741
2024
Q3 		$732 Hold
12
– – ﹤0.01% 2647
2024
Q2 		$612 Buy
+12
New +$612 ﹤0.01% 2643

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

Nisa Investment Advisors's BHRB Position: Q1 2026 in Review

Nisa Investment Advisors held its Burke & Herbert Financial Services Corp (BHRB) position steady in Q1 2026 at 14 shares worth $872. The position accounts for ﹤0.01% of the portfolio, ranked #2769.

Nisa Investment Advisors first reported a position in BHRB in Q2 2024 and has held it in 8 quarters since. 163 funds tracked by Wall St. Rank hold BHRB as of Q1 2026.

  • Nisa Investment Advisors held 14 shares of Burke & Herbert Financial Services Corp worth $872 as of Q1 2026.
  • Nisa Investment Advisors left its Burke & Herbert Financial Services Corp share count unchanged in Q1 2026.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #2769 holding.
  • Nisa Investment Advisors first reported a position in Burke & Herbert Financial Services Corp in Q2 2024 and has held it in 8 quarters since.
  • 163 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.