VOYA Investment Management
BHRB icon

VOYA Investment Management’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

VOYA Investment 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 		$233K Buy
+3,236
New +$209K ﹤0.01% 2172
2025
Q3 		– Sell
-4,045
Closed -$242K – 2465
2025
Q2 		$242K Buy
4,045
+86
+2% +$4.76K ﹤0.01% 2248
2025
Q1 		$222K Sell
3,959
-342
-8% -$20.9K ﹤0.01% 2259
2024
Q4 		$268K Sell
4,301
-228
-5% -$14.9K ﹤0.01% 2258
2024
Q3 		$276K Sell
4,529
-163
-3% -$9.98K ﹤0.01% 2302
2024
Q2 		$239K Buy
+4,692
New +$239K ﹤0.01% 2377

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

VOYA Investment Management's BHRB Position: Q2 2026 in Review

VOYA Investment Management opened a new position in Burke & Herbert Financial Services Corp (BHRB) in Q2 2026: 3,236 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #2172 among its holdings. This is a return to the name: VOYA Investment Management previously reported a position in BHRB as recently as Q2 2025.

VOYA Investment Management first reported a position in BHRB in Q2 2024 and has held it in 6 quarters since. The position peaked at $276K in Q3 2024. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • VOYA Investment Management held 3,236 shares of Burke & Herbert Financial Services Corp worth $233K as of Q2 2026.
  • Burke & Herbert Financial Services Corp was a new VOYA Investment Management position in Q2 2026.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of VOYA Investment Management's portfolio in Q2 2026, its #2172 holding.
  • VOYA Investment Management first reported a position in Burke & Herbert Financial Services Corp in Q2 2024 and has held it in 6 quarters since.
  • VOYA Investment Management's Burke & Herbert Financial Services Corp position peaked at $276K in Q3 2024.
  • 207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on VOYA Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.