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

Steven Cohen’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
2025
Q4 		– Sell
-8,146
Closed -$503K – 3911
2025
Q3 		$503K Buy
8,146
+3,983
+96% +$246K ﹤0.01% 1916
2025
Q2 		$249K Buy
+4,163
New +$231K ﹤0.01% 1947

Other funds holding BHRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

Steven Cohen's BHRB Position: Q4 2025 in Review

Steven Cohen sold out of Burke & Herbert Financial Services Corp (BHRB) in Q4 2025, closing a stake of 8,146 shares — an estimated $503K sold.

Steven Cohen first reported a position in BHRB in Q2 2025 and held it in 2 quarters. The position peaked at $503K in Q3 2025. 154 funds tracked by Wall St. Rank hold BHRB as of Q4 2025.

  • Steven Cohen reported no remaining Burke & Herbert Financial Services Corp position as of Q4 2025 after selling out during the quarter.
  • Steven Cohen sold 8,146 Burke & Herbert Financial Services Corp shares in Q4 2025, an estimated $503K.
  • Steven Cohen first reported a position in Burke & Herbert Financial Services Corp in Q2 2025 and held it in 2 quarters.
  • Steven Cohen's Burke & Herbert Financial Services Corp position peaked at $503K in Q3 2025.
  • 154 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q4 2025.

Based on Point72 Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.