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Tower Research Capital (TRC)’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Tower Research Capital (TRC)’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 		$44.2K Buy
709
+356
+101% +$23K ﹤0.01% 2851
2025
Q4 		$22K Sell
353
-37
-9% -$2.32K ﹤0.01% 3025
2025
Q3 		$24.1K Sell
390
-3,003
-89% -$186K ﹤0.01% 3136
2025
Q2 		$203K Buy
3,393
+2,898
+585% +$160K 0.01% 1762
2025
Q1 		$27.8K Sell
495
-852
-63% -$52.1K ﹤0.01% 2677
2024
Q4 		$84K Buy
1,347
+936
+228% +$61.2K ﹤0.01% 2246
2024
Q3 		$25.1K Sell
411
-2,216
-84% -$136K ﹤0.01% 3106
2024
Q2 		$134K Buy
2,627
+2,233
+567% +$114K ﹤0.01% 2373
2024
Q1 		$22.1K Sell
394
-130
-25% -$7.35K ﹤0.01% 2911
2023
Q4 		$33K Buy
524
+118
+29% +$5.87K ﹤0.01% 3369
2023
Q3 		$18.9K Sell
406
-1,471
-78% -$75.8K ﹤0.01% 3432
2023
Q2 		$121K Buy
+1,877
New +$147K ﹤0.01% 1917

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

Tower Research Capital (TRC)'s BHRB Position: Q1 2026 in Review

Tower Research Capital (TRC) increased its Burke & Herbert Financial Services Corp (BHRB) stake by 101% in Q1 2026, buying an estimated $23K and bringing the position to 709 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2851.

Tower Research Capital (TRC) first reported a position in BHRB in Q2 2023 and has held it in 12 quarters since. The position peaked at $203K in Q2 2025. 163 funds tracked by Wall St. Rank hold BHRB as of Q1 2026.

  • Tower Research Capital (TRC) held 709 shares of Burke & Herbert Financial Services Corp worth $44.2K as of Q1 2026.
  • Tower Research Capital (TRC) bought 356 Burke & Herbert Financial Services Corp shares in Q1 2026, an estimated $23K.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #2851 holding.
  • Tower Research Capital (TRC) first reported a position in Burke & Herbert Financial Services Corp in Q2 2023 and has held it in 12 quarters since.
  • Tower Research Capital (TRC)'s Burke & Herbert Financial Services Corp position peaked at $203K in Q2 2025.
  • 163 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.