SPIA
BHRB icon

Steward Partners Investment Advisory’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Steward Partners Investment Advisory’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 		$24.9K Hold
400
– – ﹤0.01% 3125
2025
Q4 		$24.9K Hold
400
– – ﹤0.01% 3051
2025
Q3 		$24.7K Hold
400
– – ﹤0.01% 2995
2025
Q2 		$23.9K Hold
400
– – ﹤0.01% 2836
2025
Q1 		$22.4K Hold
400
– – ﹤0.01% 2759
2024
Q4 		$24.9K Hold
400
– – ﹤0.01% 2680
2024
Q3 		$24.4K Hold
400
– – ﹤0.01% 2575
2024
Q2 		$20.4K Hold
400
– – ﹤0.01% 2533
2024
Q1 		$22.4K Hold
400
– – ﹤0.01% 2474
2023
Q4 		$25.2K Hold
400
– – ﹤0.01% 2299
2023
Q3 		$18.6K Hold
400
– – ﹤0.01% 2343
2023
Q2 		$25.7K Buy
+400
New +$31.4K ﹤0.01% 2171

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

Steward Partners Investment Advisory's BHRB Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Burke & Herbert Financial Services Corp (BHRB) position steady in Q1 2026 at 400 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3125.

Steward Partners Investment Advisory first reported a position in BHRB in Q2 2023 and has held it in 12 quarters since. The position peaked at $25.7K in Q2 2023. 163 funds tracked by Wall St. Rank hold BHRB as of Q1 2026.

  • Steward Partners Investment Advisory held 400 shares of Burke & Herbert Financial Services Corp worth $24.9K as of Q1 2026.
  • Steward Partners Investment Advisory left its Burke & Herbert Financial Services Corp share count unchanged in Q1 2026.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3125 holding.
  • Steward Partners Investment Advisory first reported a position in Burke & Herbert Financial Services Corp in Q2 2023 and has held it in 12 quarters since.
  • Steward Partners Investment Advisory's Burke & Herbert Financial Services Corp position peaked at $25.7K in Q2 2023.
  • 163 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.