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Not Investment Advice

BHRB NASDAQ

Burke & Herbert Financial Services Corp.
1W: +2.3% 1M: +3.5% 3M: +4.0% YTD: +6.9% 1Y: +16.2% 3Y: -12.1% 5Y: +52.9%
$65.49
+0.24 (+0.37%)
 
Weekly Expected Move ±2.9%
$61 $63 $64 $66 $68
NASDAQ · Financial Services · Banks - Regional · Alpha Radar Buy · Power 67 · $983.8M mcap · 13M float · 1.04% daily turnover · Short 28% of daily vol

🏦 Institutional Activity

Latest: Q1 2026
179
Institutions Holding
+16 vs prior
40.0%
Ownership
+2.78%
27 New
42 Increased
76 Reduced
32 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-06-03 Barnwell Julian Forrest Jr. director P-Purchase 5,000 $62.76 $314K Filing
2026-06-03 LUNDBLAD CARL D officer: evp, chief operating officer A-Grant/Award 6,444 $— $0 Filing
2026-05-27 Burke James Mason director J-J 1,000 $— $0 Filing
2026-05-20 Upson Jill S director S-Sale 1,112 $63.30 $70K Filing
2026-05-15 LUNDBLAD CARL D officer: evp, chief operating officer A-Grant/Award 9,743 $— $0 Filing
2026-05-11 Barnwell Julian Forrest Jr. director P-Purchase 5,000 $63.05 $315K Filing
2026-05-03 Ritchie Bradford E officer: evp, chief lending officer F-Tax Withholding 659 $64.64 $43K Filing
2026-05-03 Halyama Roy Eugene officer: evp, chief financial officer F-Tax Withholding 2,649 $64.64 $171K Filing
2026-05-03 Rowan Shannon Barrow officer: evp, wealth services F-Tax Withholding 211 $64.64 $14K Filing
2026-05-03 Kimlel Lauren N. officer: evp, branch banking F-Tax Withholding 269 $64.64 $17K Filing
2026-05-03 Hintelmann Robert Victor Jr. officer: chief credit officer A-Grant/Award 2,850 $— $0 Filing
2026-05-03 Zirk Angela R officer: evp, chief experience officer F-Tax Withholding 142 $64.64 $9K Filing
2026-05-03 BOYLE DAVID P officer: chair & ceo F-Tax Withholding 5,784 $64.64 $374K Filing
2026-05-03 Freeman Danyl R officer: chief human resources officer F-Tax Withholding 202 $64.64 $13K Filing
2026-05-01 LUNDBLAD CARL D officer: evp, chief operating officer A-Grant/Award 10,485 $— $0 Filing
2026-05-01 LUNDBLAD CARL D officer: evp, chief operating officer A-Grant/Award 1,710 $— $0 Filing
2026-04-28 McLaughlin Shawn Patrick director P-Purchase 1,000 $64.80 $65K Filing
2026-02-28 Hintelmann Robert Victor Jr. officer: chief credit officer A-Grant/Award 74 $54.03 $4K Filing
2026-02-28 Kimlel Lauren N. officer: evp, branch banking A-Grant/Award 130 $54.03 $7K Filing
2026-02-28 Schmidt Jennifer Palmer officer: evp, chief risk officer A-Grant/Award 231 $54.03 $12K Filing
2026-02-28 Rowan Shannon Barrow officer: evp, wealth services A-Grant/Award 63 $54.03 $3K Filing
2026-02-28 Huffman Patrick Kip officer: svp, chief accounting officer A-Grant/Award 109 $54.03 $6K Filing
2026-02-10 MADDY H CHARLES III officer: president F-Tax Withholding 11,537 $69.62 $803K Filing
2026-01-22 Huffman Patrick Kip officer: svp, chief accounting officer A-Grant/Award 950 $— $0 Filing
2026-01-22 Zirk Angela R officer: evp, chief experience officer A-Grant/Award 488 $— $0 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. 982,759 $61M +2,510 2026-03-31 Filing
VANGUARD CAPITAL MANAGEMENT LLC 562,215 $35M +562,215 2026-03-31 Filing
STATE STREET CORP 403,868 $25M +43,023 2026-03-31 Filing
GEODE CAPITAL MANAGEMENT, LLC 379,643 $24M +8,936 2026-03-31 Filing
DIMENSIONAL FUND ADVISORS LP 367,948 $23M +49,957 2026-03-31 Filing
AMERICAN CENTURY COMPANIES INC 342,469 $21M +70,753 2026-03-31 Filing
ENDEAVOUR CAPITAL ADVISORS INC 305,189 $19M +179,866 2026-03-31 Filing
HUTCHINSON CAPITAL MANAGEMENT/CA 258,080 $16M 2026-03-31 Filing
Fourthstone LLC 246,421 $15M +173,758 2026-03-31 Filing
BURKE & HERBERT BANK & TRUST CO 221,671 $14M -75 2026-03-31 Filing
EVERMAY WEALTH MANAGEMENT LLC 185,765 $12M +185,765 2026-03-31 Filing
GOLDMAN SACHS GROUP INC 183,133 $11M +18,870 2026-03-31 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 133,975 $8M +133,975 2026-03-31 Filing
NORTHERN TRUST CORP 118,697 $7M +5,822 2026-03-31 Filing
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110,179 $7M +705 2026-03-31 Filing
BRIDGEWAY CAPITAL MANAGEMENT, LLC 102,880 $6M +21,227 2026-03-31 Filing
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 101,644 $6M -4,000 2026-03-31 Filing
Bank of New York Mellon Corp 88,129 $5M -1,455 2026-03-31 Filing
VANGUARD FIDUCIARY TRUST CO 85,492 $5M +85,492 2026-03-31 Filing
Verdence Capital Advisors LLC 78,746 $5M +12,079 2026-03-31 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms