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

Quantbot Technologies’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 		$218K Buy
3,497
+3,347
+2,231% +$216K 0.01% 1149
2025
Q4 		$9.35K Sell
150
-2,243
-94% -$141K ﹤0.01% 1600
2025
Q3 		$148K Sell
2,393
-1,504
-39% -$93.1K ﹤0.01% 1378
2025
Q2 		$233K Buy
3,897
+292
+8% +$16.2K 0.01% 1191
2025
Q1 		$202K Buy
3,605
+3,604
+360,400% +$220K 0.01% 1125
2024
Q4 		$62 Sell
1
-1,933
-100% -$126K ﹤0.01% 1421
2024
Q3 		$118K Buy
+1,934
New +$118K ﹤0.01% 1148

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

Quantbot Technologies's BHRB Position: Q1 2026 in Review

Quantbot Technologies increased its Burke & Herbert Financial Services Corp (BHRB) stake by 2,231% in Q1 2026, buying an estimated $216K and bringing the position to 3,497 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #1149.

Quantbot Technologies first reported a position in BHRB in Q3 2024 and has held it in 7 quarters since. The position peaked at $233K in Q2 2025. 163 funds tracked by Wall St. Rank hold BHRB as of Q1 2026.

  • Quantbot Technologies held 3,497 shares of Burke & Herbert Financial Services Corp worth $218K as of Q1 2026.
  • Quantbot Technologies bought 3,347 Burke & Herbert Financial Services Corp shares in Q1 2026, an estimated $216K.
  • Burke & Herbert Financial Services Corp made up 0.01% of Quantbot Technologies's portfolio in Q1 2026, its #1149 holding.
  • Quantbot Technologies first reported a position in Burke & Herbert Financial Services Corp in Q3 2024 and has held it in 7 quarters since.
  • Quantbot Technologies's Burke & Herbert Financial Services Corp position peaked at $233K in Q2 2025.
  • 163 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q1 2026.

Based on Quantbot Technologies's 13F filing for Q1 2026, filed 13 May 2026.