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Segall Bryant & Hamill’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Segall Bryant & Hamill’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 		$3.03M Buy
+42,189
New +$2.73M 0.04% 387
2025
Q3 		– Sell
-27,424
Closed -$1.64M – 577
2025
Q2 		$1.64M Sell
27,424
-3,291
-11% -$182K 0.02% 464
2025
Q1 		$1.72M Buy
+30,715
New +$1.88M 0.03% 447

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

Segall Bryant & Hamill's BHRB Position: Q2 2026 in Review

Segall Bryant & Hamill opened a new position in Burke & Herbert Financial Services Corp (BHRB) in Q2 2026: 42,189 shares worth $3.03M. The stake represents 0.04% of the portfolio and ranks #387 among its holdings. This is a return to the name: Segall Bryant & Hamill previously reported a position in BHRB as recently as Q2 2025.

Segall Bryant & Hamill first reported a position in BHRB in Q1 2025 and has held it in 3 quarters since. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • Segall Bryant & Hamill held 42,189 shares of Burke & Herbert Financial Services Corp worth $3.03M as of Q2 2026.
  • Burke & Herbert Financial Services Corp was a new Segall Bryant & Hamill position in Q2 2026.
  • Burke & Herbert Financial Services Corp made up 0.04% of Segall Bryant & Hamill's portfolio in Q2 2026, its #387 holding.
  • Segall Bryant & Hamill first reported a position in Burke & Herbert Financial Services Corp in Q1 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 Segall Bryant & Hamill's 13F filing for Q2 2026, filed 12 Aug 2026.