Burke & Herbert Financial Services Corp.
Expected move
InputsNext report
Last report
Largest filed tie
0
filed ties
13F top-10 QoQ
Top fund weight
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
Fund move
Fund move
No thesis.
Burke & Herbert Financial Services Corp.
70.46
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | BlackRockBlackRockindex-like | $87.6M | 13.53% | +23.98% | |
| 2 | Vanguard Capital ManagementVanguardindex-like | $53.9M | 8.33% | +33.42% | |
| 3 | State StreetState Streetindex-like | $40.1M | 6.19% | +38.05% | |
| 4 | American Century CompaniesAmerican Century Companies | $35.2M | 5.43% | +42.85% | |
| 5 | Geode Capital ManagementGeodeindex-like | $33.2M | 5.13% | +21.73% | |
| 6 | Endeavour Capital AdvisorsEndeavour Capital | $33.0M | 5.10% | +50.46% | |
| 7 | Dimensional Fund AdvisorsDimensional | $32.5M | 5.02% | +22.91% | |
| 8 | AlliancebernsteinAlliancebernstein | $23.4M | 3.61% | +616.46% | |
| 9 | Hutchinson Capital ManagementHutchinson | $18.6M | 2.88% | +0.39% | |
| 10 | Burke & Herbert Bank & TrustBurke & Herbert Bank & Trust | $15.6M | 2.42% | −1.77% | |
| 11 | Goldman Sachs GroupGoldman Sachs | $12.4M | 1.92% | −5.60% | |
| 12 | Northern TrustNorthern Trustindex-like | $10.9M | 1.68% | +27.29% | |
| 13 | Vanguard Portfolio ManagementVanguard Portfolioindex-like | $10.5M | 1.63% | +9.46% | |
| 14 | Charles Schwab Investment ManagementCharles Schwabindex-like | $9.9M | 1.54% | +25.65% | |
| 15 | Citadel AdvisorsCitadel | $9.0M | 1.39% | +1274.63% | |
| 16 | Bridgeway Capital ManagementBridgeway | $8.3M | 1.29% | +12.79% | |
| 17 | Vanguard Fiduciary TrustVanguard Fiduciary Trustindex-like | $8.0M | 1.23% | +29.90% | |
| 18 | Bank of New York MellonBank of New York Mellonindex-like | $7.6M | 1.17% | +19.30% | |
| 19 | Hotchkis & Wiley Capital ManagementHotchkis & Wiley | $7.5M | 1.16% | +2.75% | |
| 20 | Two Sigma InvestmentsTwo Sigma | $6.9M | 1.07% | +104.36% | |
| 21 | Morgan StanleyMorgan Stanley | $6.2M | 0.96% | −16.41% | |
| 22 | FourthstoneFourthstone | $6.1M | 0.95% | −65.81% | |
| 23 | JPMorgan ChaseJPMorgan Chase | $6.1M | 0.94% | +119.15% | |
| 24 | CSM AdvisorsCSM | $5.9M | 0.92% | new | |
| 25 | Banc FundsBanc Funds | $5.9M | 0.92% | new |
206 managers report $646.9M of Burke & Herbert Financial Services on form 13F for the quarter ended Jun 30 '26. 30 of them hold 80% of it; BlackRock is largest at 13.53%.
No implied move.
No implied move.
Expected move
No implied move.