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

Root Financial 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 		– Sell
-19
Closed -$1.18K – 740
2026
Q1 		$1.18K Buy
+19
New +$1.23K ﹤0.01% 2536

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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

Root Financial Partners's BHRB Position: Q2 2026 in Review

Root Financial Partners sold out of Burke & Herbert Financial Services Corp (BHRB) in Q2 2026, closing a stake of 19 shares — an estimated $1.18K sold.

Root Financial Partners first reported a position in BHRB in Q1 2026 and held it in 1 quarter. The position peaked at $1.18K in Q1 2026. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • Root Financial Partners reported no remaining Burke & Herbert Financial Services Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 19 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $1.18K.
  • Root Financial Partners first reported a position in Burke & Herbert Financial Services Corp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Burke & Herbert Financial Services Corp position peaked at $1.18K in Q1 2026.
  • 207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.