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

SignatureFD’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	$3.96K	Buy	55 +26	+90%	+$1.68K	﹤0.01%	2933
2026 Q1	$1.82K	Hold	29	–	–	﹤0.01%	3081
2025 Q4	$1.82K	Hold	29	–	–	﹤0.01%	2996
2025 Q3	$1.8K	Hold	29	–	–	﹤0.01%	2978
2025 Q2	$1.74K	Hold	29	–	–	﹤0.01%	2908
2025 Q1	$1.64K	Hold	29	–	–	﹤0.01%	2932
2024 Q4	$1.82K	Hold	29	–	–	﹤0.01%	2902
2024 Q3	$1.78K	Buy	+29	New	+$1.78K	﹤0.01%	2864

Other funds holding BHRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

SignatureFD's BHRB Position: Q2 2026 in Review

SignatureFD increased its Burke & Herbert Financial Services Corp (BHRB) stake by 90% in Q2 2026, buying an estimated $1.68K and bringing the position to 55 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #2933.

SignatureFD first reported a position in BHRB in Q3 2024 and has held it in 8 quarters since. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

SignatureFD held 55 shares of Burke & Herbert Financial Services Corp worth $3.96K as of Q2 2026.
SignatureFD bought 26 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $1.68K.
Burke & Herbert Financial Services Corp made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2933 holding.
SignatureFD first reported a position in Burke & Herbert Financial Services Corp in Q3 2024 and has held it in 8 quarters since.
207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.