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

Voleon 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 		$2.69M Buy
37,464
+26,332
+237% +$1.7M 0.05% 306
2026
Q1 		$693K Sell
11,132
-1,086
-9% -$70.2K 0.02% 510
2025
Q4 		$761K Buy
12,218
+2,567
+27% +$161K 0.02% 488
2025
Q3 		$595K Buy
9,651
+2,697
+39% +$167K 0.01% 535
2025
Q2 		$415K Buy
6,954
+2,510
+56% +$139K 0.02% 352
2025
Q1 		$249K Sell
4,444
-481
-10% -$29.4K 0.02% 304
2024
Q4 		$307K Buy
+4,925
New +$322K 0.02% 285

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

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

Voleon Capital Management increased its Burke & Herbert Financial Services Corp (BHRB) stake by 237% in Q2 2026, buying an estimated $1.7M and bringing the position to 37,464 shares worth $2.69M. The position accounts for 0.05% of the portfolio, ranked #306.

Voleon Capital Management first reported a position in BHRB in Q4 2024 and has held it in 7 quarters since. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • Voleon Capital Management held 37,464 shares of Burke & Herbert Financial Services Corp worth $2.69M as of Q2 2026.
  • Voleon Capital Management bought 26,332 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $1.7M.
  • Burke & Herbert Financial Services Corp made up 0.05% of Voleon Capital Management's portfolio in Q2 2026, its #306 holding.
  • Voleon Capital Management first reported a position in Burke & Herbert Financial Services Corp in Q4 2024 and has held it in 7 quarters since.
  • 207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on Voleon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.