Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$1.08M Buy
15,093
+359
+2% +$23.2K ﹤0.01% 1532
2026
Q1 		$918K Hold
14,734
– – ﹤0.01% 1540
2025
Q4 		$918K Buy
14,734
+34
+0.2% +$2.13K ﹤0.01% 1522
2025
Q3 		$907K Hold
14,700
– – ﹤0.01% 1576
2025
Q2 		$878K Buy
+14,700
New +$814K ﹤0.01% 1533

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 $3.38T AUM 44.17% 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

Universal-Beteiligungs- und Servicegesellschaft's BHRB Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Burke & Herbert Financial Services Corp (BHRB) stake by 2.4% in Q2 2026, buying an estimated $23.2K and bringing the position to 15,093 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in BHRB in Q2 2025 and has held it in 5 quarters since. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 15,093 shares of Burke & Herbert Financial Services Corp worth $1.08M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 359 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $23.2K.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1532 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Burke & Herbert Financial Services Corp in Q2 2025 and has held it in 5 quarters since.
  • 207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.