SAM
BHRB icon

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
Q2 		$13.6K Hold
189
– – ﹤0.01% 2214
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 $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

Smartleaf Asset Management's BHRB Position: Q2 2026 in Review

Smartleaf Asset Management held its Burke & Herbert Financial Services Corp (BHRB) position steady in Q2 2026 at 189 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2214.

Smartleaf Asset Management first reported a position in BHRB in Q3 2025 and has held it in 4 quarters since. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • Smartleaf Asset Management held 189 shares of Burke & Herbert Financial Services Corp worth $13.6K as of Q2 2026.
  • Smartleaf Asset Management left its Burke & Herbert Financial Services Corp share count unchanged in Q2 2026.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2214 holding.
  • Smartleaf Asset Management first reported a position in Burke & Herbert Financial Services Corp in Q3 2025 and has held it in 4 quarters since.
  • 207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.