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Versant Capital Management’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Versant Capital Management’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 		$15.4K Buy
214
+164
+328% +$10.6K ﹤0.01% 2061
2026
Q1 		$3.12K Buy
50
+46
+1,150% +$2.97K ﹤0.01% 2486
2025
Q4 		$249 Sell
4
-134
-97% -$8.4K ﹤0.01% 2611
2025
Q3 		$8.51K Buy
+138
New +$8.54K ﹤0.01% 2006
2025
Q2 		– Sell
-69
Closed -$3.87K – 2640
2025
Q1 		$3.87K Buy
+69
New +$4.22K ﹤0.01% 2118

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 $3.37T AUM 44.26% 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

Versant Capital Management's BHRB Position: Q2 2026 in Review

Versant Capital Management increased its Burke & Herbert Financial Services Corp (BHRB) stake by 328% in Q2 2026, buying an estimated $10.6K and bringing the position to 214 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2061.

Versant Capital Management first reported a position in BHRB in Q1 2025 and has held it in 5 quarters since. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • Versant Capital Management held 214 shares of Burke & Herbert Financial Services Corp worth $15.4K as of Q2 2026.
  • Versant Capital Management bought 164 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $10.6K.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #2061 holding.
  • Versant Capital Management first reported a position in Burke & Herbert Financial Services Corp in Q1 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 Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.