BURKE HERBERT FINL SVCS CORP

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BHRB·12135Y108·US·Common Stock·Financial Services - Banks - Regional-13D/G

BHRB (BURKE HERBERT FINL SVCS CORP) is held by 113 institutional investors as of Q2 2026. Largest holders: BlackRock, Inc. ($87.6M), VANGUARD CAPITAL MANAGEMENT LLC ($53.9M), STATE STREET CORP ($40.1M). Net institutional sentiment: Bullish.

113

Holders

(11 Elite)

$488.3M

Total Value

82% (115)

Consensus

94 buying - 21 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)58

Insider (Form 4)64

Activist (13D/13G)61

Congressional (STOCK Act)46

Holder Quality

67

★★★★★

Elite

59

★★★★

Strong

75

★★★

Solid

33

★★

Below

44

★

Weak

Held by 113 funds

11 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders Aug 21, 2026 · Activists Aug 24, 2026 · Congress none

ActivistLKLEHMAN KENNETH R4.9%Aug 24, 2026

InsiderGRGeorge Georgette R.W 10K shAug 21, 2026

InsiderWDWILSON DAVIDBuy $2KAug 20, 2026

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Top Holders

Top Holders (113)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	1.2M(+24.0%)	$87.6M	0.0%	+17.24%	36
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	750,129(+33.4%)	$53.9M	0.0%	+12.38%	38
STATE STREET CORP	Increased	557,547(+38.0%)	$40.1M	0.0%	+20.54%	38
AMERICAN CENTURY COMPANIES INC	Increased	489,212(+42.9%)	$35.2M	0.0%	+14.98%	39
GEODE CAPITAL MANAGEMENT, LLC	Increased	462,137(+21.7%)	$33.2M	0.0%	+31.97%	35
DIMENSIONAL FUND ADVISORS LP	Increased	452,257(+22.9%)	$32.5M	0.0%	+31.97%	35
ALLIANCEBERNSTEIN L.P.	Increased	325,388(+616.5%)	$20.3M	0.0%	+3.51%	46
GOLDMAN SACHS GROUP INC	Decreased	172,880(-5.6%)	$12.4M	0.0%	+19.95%	0
NORTHERN TRUST CORP	Increased	151,090(+27.3%)	$10.9M	0.0%	+27.68%	34
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	146,645(+9.5%)	$10.5M	0.0%	+15.36%	30
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	138,438(+25.6%)	$9.9M	0.0%	+23.08%	34
CITADEL ADVISORS LLC	Increased	125,036(+1274.6%)	$9M	0.0%	+1.65%	44
VFVANGUARD FIDUCIARY TRUST CO	Increased	111,057(+29.9%)	$8M	0.0%	+12.74%	35
Bank of New York Mellon Corp	Increased	105,134(+19.3%)	$7.6M	0.0%	+26.80%	32
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	Increased	104,444(+2.8%)	$7.5M	0.0%	+32.49%	28
TWO SIGMA INVESTMENTS, LP	Increased	96,630(+104.4%)	$6.9M	0.0%	+11.74%	44
MORGAN STANLEY	Decreased	85,977(-16.4%)	$6.2M	0.0%	+23.62%	0
JPMORGAN CHASE & CO	Increased	84,287(+119.2%)	$6.1M	0.0%	+9.07%	44
JUPITER ASSET MANAGEMENT LTD	New	64,238	$4.6M	0.0%	+0.52%	37
AQR CAPITAL MANAGEMENT LLC	Increased	63,604(+10.8%)	$4.6M	0.0%	+18.57%	30

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer