BHRB Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Burke Herbert Finl Svcs Corp (BHRB) following the 2026 Q2 hedge fund 13F filings?

As of today, BHRB has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), BHRB gained +1.8% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Burke Herbert Finl Svcs Corp (BHRB)

162 + Investors. Track Smart Money conviction in BHRB. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — BHRB

Based on 162 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q

For 8 consecutive quarters, more hedge funds added BHRB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

162 hedge funds hold BHRB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q

+29 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 56% buying

80 buying63 selling

Last quarter: 80 funds bought or added vs 63 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter

Funds opening a new BHRB position: 19 → 28 → 16 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

📌

Mixed — 27% long-term, 29% new

■ 27% conviction (2yr+) ■ 44% medium ■ 29% new

Of the 162 current holders: 44 (27%) held >2 years, 71 held 1–2 years, and 47 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

➡️

Steady discovery — ~30 new funds/quarter

28 → 19 → 28 → 16 → 30 new funds/Q

New funds entering each quarter: 19 → 28 → 16 → 30. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 30% veterans, 37% new entrants

■ 30% veterans ■ 33% 1-2yr ■ 37% new

Of 162 current holders: 48 (30%) held 2+ years, 54 held 1–2 years, 60 (37%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds

42 of 162 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in BHRB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	162	151	7.28%
13F Shares	7M	6M	13.24%
Total Value	$413M	$369M	11.84%
New Positions	30	16	+14
Increased Positions	50	47	+3
Closed Positions	19	11	+8
Reduced Positions	44	50	-6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

162

151

7.28%

13F Shares

13.24%

Total Value

$413M

$369M

11.84%

New Positions

+14

Increased Positions

Closed Positions

Reduced Positions

-6

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

162 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BHRB. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BHRB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Endeavour Capital Advisors Inc	6.77%	459,176	$33.0M
2	Fourthstone LLC	4.37%	84,248	$6.1M
3	Burke & Herbert Bank & Trust Co	3.88%	217,742	$15.6M
4	Hutchinson Capital Management/Ca	3.19%	259,080	$18.6M
5	Banc Funds Co LLC	0.98%	82,374	$5.9M
6	Pinnacle Holdings, LLC	0.96%	43,156	$3.1M
7	Stieven Capital Advisors, L.P.	0.88%	63,940	$4.6M
8	Enhancing Capital LLC	0.77%	15,508	$1.1M
9	Quattro Advisors LLC	0.51%	10,670	$767K
10	Salzhauer Michael	0.50%	20,219	$1.5M
11	Numerai GP LLC	0.32%	55,003	$4.0M
12	Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies	0.32%	5,685	$409K
13	Verdence Capital Advisors LLC	0.30%	78,746	$5.7M
14	Wealth Management Associates, Inc.	0.27%	13,369	$961K
15	Passive Capital Management, LLC.	0.17%	8,715	$543K
16	PlanVest Financial, Inc	0.16%	3,262	$234K
17	LifeGuide Financial Advisors, LLC	0.15%	7,540	$542K
18	Bridgeway Capital Management, LLC	0.15%	116,041	$8.3M
19	Aigen Investment Management, LP	0.14%	6,931	$498K
20	Fidelity D & D Bancorp Inc	0.13%	5,227	$376K
21	Pacific Ridge Capital Partners, LLC	0.12%	9,203	$661K
22	Moors & Cabot, Inc.	0.07%	24,858	$1.8M
23	LS Investment Advisors, LLC	0.07%	6,856	$493K
24	Mangrove Partners IM, LLC	0.05%	11,034	$793K
25	Voleon Capital Management LP	0.05%	37,464	$2.7M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Burke Herbert Finl Svcs Corp (BHRB)

What does the Smart Money Trend signal show for BHRB?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added BHRB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BHRB?

Slight buying edge — 56% buying: Last quarter: 80 funds bought or added vs 63 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BHRB holders?

Elite ownership — 55% AUM from top-100 funds: 42 of 162 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in BHRB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BHRB?

Mixed — 27% long-term, 29% new: Of the 162 current holders: 44 (27%) held >2 years, 71 held 1–2 years, and 47 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Burke Herbert Finl Svcs Corp (BHRB) following the 2026 Q2 hedge fund 13F filings?

As of today, BHRB has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), BHRB has gained +1.8% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Burke Herbert Finl Svcs Corp (BHRB)

Smart Money Signals — BHRB

Buying streak — 8 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +22% more funds vs a year ago

Slight buying edge — 56% buying

More new buyers each quarter (+14 vs last Q)

Mixed — 27% long-term, 29% new

Steady discovery — ~30 new funds/quarter

Mixed cohorts — 30% veterans, 37% new entrants

Elite ownership — 55% AUM from top-100 funds

Institutional Sentiment Summary — BHRB

Hedge Fund Ownership: BHRB

Market Analysis: BHRB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BHRB

Is It Too Late to Buy Burke Herbert Finl Svcs Corp (BHRB) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: BHRB

Statistics: BHRB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Burke Herbert Finl Svcs Corp (BHRB)

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