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BHRB icon

&Partners’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

&Partners’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 		$575K Sell
8,000
-5
-0.1% -$323 ﹤0.01% 1761
2026
Q1 		$499K Buy
8,005
+5
+0.1% +$323 ﹤0.01% 1693
2025
Q4 		$498K Buy
+8,000
New +$502K ﹤0.01% 1608

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

&Partners's BHRB Position: Q2 2026 in Review

&Partners reduced its Burke & Herbert Financial Services Corp (BHRB) stake by 0.06% in Q2 2026, selling an estimated $323 and leaving 8,000 shares worth $575K. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

&Partners first reported a position in BHRB in Q4 2025 and has held it in 3 quarters since. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • &Partners held 8,000 shares of Burke & Herbert Financial Services Corp worth $575K as of Q2 2026.
  • &Partners sold 5 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $323.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1761 holding.
  • &Partners first reported a position in Burke & Herbert Financial Services Corp in Q4 2025 and has held it in 3 quarters since.
  • 207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.