Northwestern Mutual Wealth Management
BHRB icon

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

Northwestern Mutual 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 		$62 Sell
1
-28
-97% -$1.81K ﹤0.01% 4026
2025
Q4 		$1.81K Buy
+29
New +$1.82K ﹤0.01% 3513

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

Northwestern Mutual Wealth Management's BHRB Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Burke & Herbert Financial Services Corp (BHRB) stake by 97% in Q1 2026, selling an estimated $1.81K and leaving 1 share worth $62. The position accounts for ﹤0.01% of the portfolio, ranked #4026.

Northwestern Mutual Wealth Management first reported a position in BHRB in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.81K in Q4 2025. 163 funds tracked by Wall St. Rank hold BHRB as of Q1 2026.

  • Northwestern Mutual Wealth Management held 1 share of Burke & Herbert Financial Services Corp worth $62 as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 28 Burke & Herbert Financial Services Corp shares in Q1 2026, an estimated $1.81K.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #4026 holding.
  • Northwestern Mutual Wealth Management first reported a position in Burke & Herbert Financial Services Corp in Q4 2025 and has held it in 2 quarters since.
  • Northwestern Mutual Wealth Management's Burke & Herbert Financial Services Corp position peaked at $1.81K in Q4 2025.
  • 163 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.