Burke & Herbert Financial Services Corp. BHRB

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71.00 USD -0.90 (-1.25%)

Nov 5, 2026, 11:18 AM EST

71.00 Day range 73.65
59.00 52-week range 75.09
YTD
+13.95%
1 year
+16.58%

Held by funds

99 US ETFs and mutual funds hold BHRB · largest positions

Funds holding BHRB, by value held
FundValue heldWeight in fund
VTI $37.01M0.00%
AVUV $32.09M0.10%
IWM $31.90M0.04%
NJM $23.48M0.03%
KRE $14.95M0.36%
VXF $13.27M0.01%
FSSNX $12.01M0.04%
IWN $11.73M0.08%
DFAS $8.80M0.03%
NAJ $8.73M0.06%
DFSV $8.55M0.03%
VTWO $7.00M0.04%
SCHA $6.58M0.03%
BSVO $5.87M0.24%
FSMAX $5.33M0.01%
DFAT $5.03M0.02%
PSC $4.10M0.15%
IWC $3.76M0.31%
FYC $3.55M0.27%
DFMC $2.99M0.04%

Ownership

Held by insiders 15.05%
Held by institutions 45.69%
Float held by institutions 53.79%
Institutions 294

Top institutional holders

Top institutional holders
Holder% heldSharesValueReported
Blackrock Inc.16.40%1,218,42087.60MJun 29, 2026
Vanguard Capital Management LLC10.10%750,12953.93MJun 29, 2026
State Street Corporation7.51%557,54740.09MJun 29, 2026
American Century Companies Inc6.59%489,21235.17MJun 29, 2026
Geode Capital Management, LLC6.22%462,13733.23MJun 29, 2026
Endeavour Capital Advisors Inc6.18%459,17633.01MJun 29, 2026

Top mutual fund holders

Top mutual fund holders
Holder% heldSharesValueReported
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund7.26%539,48638.79MJun 29, 2026
iShares Trust-iShares Russell 2000 ETF6.19%460,02233.08MSep 29, 2026
American Century ETF Trust-Avantis U.S. Small Cap Value ETF6.14%455,83932.77MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund2.60%193,37513.90MJun 29, 2026
SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF2.59%192,48513.84MSep 29, 2026
Fidelity Salem Street Trust-Fidelity Small Cap Index Fund2.27%168,40212.11MAug 30, 2026
BHRB insiders
InsiderRelationLatest transactionDateShares held
BARNWELL JULIAN FORREST JR.DirectorStock Award(Grant)Jun 17, 2026412,963
BOYLE DAVID PChief Executive OfficerStock GiftJul 27, 202665,184
BURKE JAMES MASONDirectorSaleAug 10, 20260
GEORGE GEORGETTE RDirectorSaleAug 2, 20260
HINKLE GARY LDirectorPurchaseSep 14, 20250
HINSON SAMUEL LAING IIIDirectorStock Award(Grant)Jun 17, 202693,202