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Smartleaf Asset Management’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Smartleaf Asset Management’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 		$11.7K Sell
189
-10
-5% -$646 ﹤0.01% 2239
2025
Q4 		$12.4K Buy
199
+198
+19,800% +$12.4K ﹤0.01% 2292
2025
Q3 		$61 Buy
+1
New +$62 ﹤0.01% 2977

Other funds holding BHRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $441M AUM 21.38% 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 $362M AUM 20.5% 1-Year Est. Return

Smartleaf Asset Management's BHRB Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Burke & Herbert Financial Services Corp (BHRB) stake by 5% in Q1 2026, selling an estimated $646 and leaving 189 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2239.

Smartleaf Asset Management first reported a position in BHRB in Q3 2025 and has held it in 3 quarters since. The position peaked at $12.4K in Q4 2025. 163 funds tracked by Wall St. Rank hold BHRB as of Q1 2026.

  • Smartleaf Asset Management held 189 shares of Burke & Herbert Financial Services Corp worth $11.7K as of Q1 2026.
  • Smartleaf Asset Management sold 10 Burke & Herbert Financial Services Corp shares in Q1 2026, an estimated $646.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2239 holding.
  • Smartleaf Asset Management first reported a position in Burke & Herbert Financial Services Corp in Q3 2025 and has held it in 3 quarters since.
  • Smartleaf Asset Management's Burke & Herbert Financial Services Corp position peaked at $12.4K in Q4 2025.
  • 163 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.