Royal Bank of Canada
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Royal Bank of Canada’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Royal Bank of Canada’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 		$294K Sell
4,715
-312
-6% -$20.2K ﹤0.01% 4481
2025
Q4 		$313K Sell
5,027
-27
-0.5% -$1.69K ﹤0.01% 4492
2025
Q3 		$311K Sell
5,054
-185
-4% -$11.4K ﹤0.01% 4808
2025
Q2 		$313K Sell
5,239
-528
-9% -$29.2K ﹤0.01% 4818
2025
Q1 		$324K Sell
5,767
-671
-10% -$41K ﹤0.01% 4334
2024
Q4 		$401K Buy
6,438
+818
+15% +$53.5K ﹤0.01% 4242
2024
Q3 		$343K Buy
5,620
+227
+4% +$13.9K ﹤0.01% 4393
2024
Q2 		$275K Buy
5,393
+1,213
+29% +$61.8K ﹤0.01% 4497
2024
Q1 		$234K Buy
4,180
+2,223
+114% +$126K ﹤0.01% 4558
2023
Q4 		$123K Buy
1,957
+808
+70% +$40.2K ﹤0.01% 5481
2023
Q3 		$53K Buy
1,149
+425
+59% +$21.9K ﹤0.01% 5745
2023
Q2 		$47K Buy
+724
New +$56.8K ﹤0.01% 5807

Other funds holding BHRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $487M AUM 31.85% 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 $403M AUM 26.8% 1-Year Est. Return

Royal Bank of Canada's BHRB Position: Q1 2026 in Review

Royal Bank of Canada reduced its Burke & Herbert Financial Services Corp (BHRB) stake by 6.2% in Q1 2026, selling an estimated $20.2K and leaving 4,715 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #4481.

Royal Bank of Canada first reported a position in BHRB in Q2 2023 and has held it in 12 quarters since. The position peaked at $401K in Q4 2024. 163 funds tracked by Wall St. Rank hold BHRB as of Q1 2026.

  • Royal Bank of Canada held 4,715 shares of Burke & Herbert Financial Services Corp worth $294K as of Q1 2026.
  • Royal Bank of Canada sold 312 Burke & Herbert Financial Services Corp shares in Q1 2026, an estimated $20.2K.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #4481 holding.
  • Royal Bank of Canada first reported a position in Burke & Herbert Financial Services Corp in Q2 2023 and has held it in 12 quarters since.
  • Royal Bank of Canada's Burke & Herbert Financial Services Corp position peaked at $401K in Q4 2024.
  • 163 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.