BHRB Smart Money
Burke & Herbert Financial Services Corp.
1W: +1.4%
1M: +0.3%
3M: -5.4%
YTD: +14.4%
1Y: +15.9%
3Y: +67.6%
5Y: +50.2%
$70.47
+0.39 (+0.56%)
After Hours: $68.98 (-1.48, -2.11%)
Weekly Expected Move ±2.8%
$67
$69
$71
$73
$75
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026225
Institutions Holding
+47 vs prior
45.4%
Ownership
+16.00%
66
New
94
Increased
43
Reduced
17
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-10-27 | WILSON DAVID | director | P-Purchase | 35 | $70.11 | $2K | Filing |
| 2026-10-27 | WILSON DAVID | director | P-Purchase | 69 | $69.85 | $5K | Filing |
| 2026-08-31 | Parikh Kirtan | officer: evp, chief financial officer | A-Grant/Award | 126 | $54.77 | $7K | Filing |
| 2026-08-31 | Schmidt Jennifer Palmer | officer: evp, chief risk officer | A-Grant/Award | 160 | $54.77 | $9K | Filing |
| 2026-08-31 | Huffman Patrick Kip | officer: svp, chief accounting officer | A-Grant/Award | 111 | $54.77 | $6K | Filing |
| 2026-08-31 | Rowan Shannon Barrow | officer: evp, wealth services | A-Grant/Award | 63 | $54.77 | $3K | Filing |
| 2026-08-31 | Hintelmann Robert Victor Jr. | officer: chief credit officer | A-Grant/Award | 76 | $54.77 | $4K | Filing |
| 2026-08-31 | Kimlel Lauren N. | officer: evp, retail banking | A-Grant/Award | 134 | $54.77 | $7K | Filing |
| 2026-08-21 | George Georgette R. | director | W-Inheritance | 9,858 | $— | $0 | Filing |
| 2026-08-20 | WILSON DAVID | director | P-Purchase | 35 | $70.57 | $2K | Filing |
| 2026-08-14 | Geary James P II | director | S-Sale | 263 | $72.91 | $19K | Filing |
| 2026-08-14 | Geary James P II | director | S-Sale | 2,887 | $72.82 | $210K | Filing |
| 2026-08-12 | Poillon Diane | director | P-Purchase | 1,200 | $73.67 | $88K | Filing |
| 2026-08-11 | Burke James Mason | director | S-Sale | 1,500 | $73.03 | $110K | Filing |
| 2026-08-06 | McLaughlin Shawn Patrick | director | P-Purchase | 1,000 | $73.25 | $73K | Filing |
| 2026-08-04 | WILSON DAVID | director | P-Purchase | 34 | $73.69 | $3K | Filing |
| 2026-08-04 | Barnwell Julian Forrest Jr. | director | J-J | 91,361 | $— | $0 | Filing |
| 2026-08-03 | Geary James P II | director | S-Sale | 0 | $73.93 | $0 | Filing |
| 2026-08-03 | Geary James P II | director | S-Sale | 3,150 | $73.93 | $233K | Filing |
| 2026-08-03 | Bonnafe Katherine Diane | director | S-Sale | 1,000 | $73.65 | $74K | Filing |
| 2026-08-03 | George Georgette R. | director | S-Sale | 1,000 | $73.67 | $74K | Filing |
| 2026-07-31 | WILSON DAVID | director | P-Purchase | 100 | $73.68 | $7K | Filing |
| 2026-07-31 | WILSON DAVID | director | G-Gift | 100 | $— | $0 | Filing |
| 2026-07-30 | TISSUE ROBERT S | officer: evp, balance sheet strategy | F-Tax Withholding | 12,914 | $73.63 | $951K | Filing |
| 2026-07-29 | Freeman Danyl R | officer: chief human resources officer | F-Tax Withholding | 2,002 | $74.08 | $148K | Filing |
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,218,420 | $88M | +235,661 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 750,129 | $54M | +187,914 | 2026-06-30 | Filing |
| STATE STREET CORP | 557,547 | $40M | +153,679 | 2026-06-30 | Filing |
| AMERICAN CENTURY COMPANIES INC | 489,212 | $35M | +146,743 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 462,137 | $33M | +82,494 | 2026-06-30 | Filing |
| ENDEAVOUR CAPITAL ADVISORS INC | 459,176 | $33M | +153,987 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 452,257 | $32M | +84,309 | 2026-06-30 | Filing |
| ALLIANCEBERNSTEIN L.P. | 325,388 | $20M | +279,972 | 2026-06-30 | Filing |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 259,080 | $19M | +1,000 | 2026-06-30 | Filing |
| BURKE & HERBERT BANK & TRUST CO | 217,742 | $16M | -3,929 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 172,880 | $12M | -10,253 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 151,090 | $11M | +32,393 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 146,645 | $11M | +12,670 | 2026-06-30 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 138,438 | $10M | +28,259 | 2026-06-30 | Filing |
| Sixth Street Partners Management Company | 138,438 | $10M | +138,438 | 2026-06-30 | Filing |
| CITADEL ADVISORS LLC | 125,036 | $9M | +115,940 | 2026-06-30 | Filing |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 116,041 | $8M | +13,161 | 2026-06-30 | Filing |
| VANGUARD FIDUCIARY TRUST CO | 111,057 | $8M | +25,565 | 2026-06-30 | Filing |
| Bank of New York Mellon Corp | 105,134 | $8M | +17,005 | 2026-06-30 | Filing |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 104,444 | $8M | +2,800 | 2026-06-30 | Filing |