Wells Fargo
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Wells Fargo’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Wells Fargo’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 		$1.99M Buy
27,658
+7,861
+40% +$508K ﹤0.01% 3618
2026
Q1 		$1.23M Sell
19,797
-10,045
-34% -$649K ﹤0.01% 3614
2025
Q4 		$1.86M Buy
29,842
+4,389
+17% +$275K ﹤0.01% 3502
2025
Q3 		$1.57M Buy
25,453
+1,389
+6% +$86K ﹤0.01% 3490
2025
Q2 		$1.44M Buy
24,064
+544
+2% +$30.1K ﹤0.01% 3469
2025
Q1 		$1.32M Buy
23,520
+118
+0.5% +$7.21K ﹤0.01% 3473
2024
Q4 		$1.46M Buy
23,402
+1,253
+6% +$82K ﹤0.01% 3432
2024
Q3 		$1.35M Buy
22,149
+515
+2% +$31.5K ﹤0.01% 3346
2024
Q2 		$1.1M Buy
21,634
+5,949
+38% +$303K ﹤0.01% 3423
2024
Q1 		$879K Sell
15,685
-2,766
-15% -$156K ﹤0.01% 3543
2023
Q4 		$1.16M Buy
18,451
+10,846
+143% +$540K ﹤0.01% 3334
2023
Q3 		$353K Sell
7,605
-1,493
-16% -$76.9K ﹤0.01% 3991
2023
Q2 		$584K Buy
+9,098
New +$714K ﹤0.01% 3825

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

Wells Fargo's BHRB Position: Q2 2026 in Review

Wells Fargo increased its Burke & Herbert Financial Services Corp (BHRB) stake by 40% in Q2 2026, buying an estimated $508K and bringing the position to 27,658 shares worth $1.99M. The position accounts for ﹤0.01% of the portfolio, ranked #3618.

Wells Fargo first reported a position in BHRB in Q2 2023 and has held it in 13 quarters since. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • Wells Fargo held 27,658 shares of Burke & Herbert Financial Services Corp worth $1.99M as of Q2 2026.
  • Wells Fargo bought 7,861 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $508K.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #3618 holding.
  • Wells Fargo first reported a position in Burke & Herbert Financial Services Corp in Q2 2023 and has held it in 13 quarters since.
  • 207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.