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

Sunbelt Securities’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 		$249 Sell
4
-1
-20% -$65 ﹤0.01% 2464
2025
Q4 		$312 Buy
5
+2
+67% +$125 ﹤0.01% 2343
2025
Q3 		$185 Buy
+3
New +$186 ﹤0.01% 2425

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

Sunbelt Securities's BHRB Position: Q1 2026 in Review

Sunbelt Securities reduced its Burke & Herbert Financial Services Corp (BHRB) stake by 20% in Q1 2026, selling an estimated $65 and leaving 4 shares worth $249. The position accounts for ﹤0.01% of the portfolio, ranked #2464.

Sunbelt Securities first reported a position in BHRB in Q3 2025 and has held it in 3 quarters since. The position peaked at $312 in Q4 2025. 163 funds tracked by Wall St. Rank hold BHRB as of Q1 2026.

  • Sunbelt Securities held 4 shares of Burke & Herbert Financial Services Corp worth $249 as of Q1 2026.
  • Sunbelt Securities sold 1 Burke & Herbert Financial Services Corp share in Q1 2026, an estimated $65.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2464 holding.
  • Sunbelt Securities first reported a position in Burke & Herbert Financial Services Corp in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Burke & Herbert Financial Services Corp position peaked at $312 in Q4 2025.
  • 163 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.