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 Q1	$1.18K	Buy	+19	New	+$1.23K	﹤0.01%	2536

Other funds holding BHRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Root Financial Partners's BHRB Position: Q1 2026 in Review

Root Financial Partners opened a new position in Burke & Herbert Financial Services Corp (BHRB) in Q1 2026: 19 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #2536 among its holdings.

163 funds tracked by Wall St. Rank hold BHRB as of Q1 2026.

Root Financial Partners held 19 shares of Burke & Herbert Financial Services Corp worth $1.18K as of Q1 2026.
Burke & Herbert Financial Services Corp was a new Root Financial Partners position in Q1 2026.
Burke & Herbert Financial Services Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2536 holding.
163 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.