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Parkside Financial Bank & Trust’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Parkside Financial Bank & Trust’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
Q2 		– Sell
-10
Closed -$562 – 2761
2025
Q1 		$562 Buy
+10
New +$611 ﹤0.01% 2310

Other funds holding BHRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BHBT
Burke & Herbert Bank & Trust Alexandria, Virginia $362M AUM 20.5% 1-Year Est. Return
HCM
Hutchinson Capital Management San Rafael, California $544M AUM 9.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Parkside Financial Bank & Trust's BHRB Position: Q2 2025 in Review

Parkside Financial Bank & Trust sold out of Burke & Herbert Financial Services Corp (BHRB) in Q2 2025, closing a stake of 10 shares — an estimated $562 sold.

Parkside Financial Bank & Trust first reported a position in BHRB in Q1 2025 and held it in 1 quarter. The position peaked at $562 in Q1 2025. 136 funds tracked by Wall St. Rank hold BHRB as of Q2 2025.

  • Parkside Financial Bank & Trust reported no remaining Burke & Herbert Financial Services Corp position as of Q2 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 10 Burke & Herbert Financial Services Corp shares in Q2 2025, an estimated $562.
  • Parkside Financial Bank & Trust first reported a position in Burke & Herbert Financial Services Corp in Q1 2025 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's Burke & Herbert Financial Services Corp position peaked at $562 in Q1 2025.
  • 136 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2025, filed 7 Aug 2025.