Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Burke Herbert Finl Svcs Corp (BHRB)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
8Q ▲
Buyers last Q
56%

Smart Money Signals — BHRB

Based on 161 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
161 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 — +21% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+21% 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

79 buying63 selling
Last quarter: 79 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 (+13 vs last Q)

new funds entering per quarter
Funds opening a new BHRB position: 19 → 28 → 16 → 29. 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 161 current holders: 44 (27%) held >2 years, 71 held 1–2 years, and 46 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 — ~29 new funds/quarter

28 → 19 → 28 → 16 → 29 new funds/Q
New funds entering each quarter: 19 → 28 → 16 → 29. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 30% veterans, 37% new entrants

30% veterans 34% 1-2yr 37% new
Of 161 current holders: 48 (30%) held 2+ years, 54 held 1–2 years, 59 (37%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
40 of 161 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Institutional Sentiment Summary — BHRB

In 2026 Q1, 79 hedge funds were net buyers of BHRB (29 opened a new position, 50 added to an existing one), while 63 reduced or exited (44 trimmed, 19 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 39% of total institutional value in BHRB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 161.

Hedge Fund Ownership: BHRB

How many hedge funds hold BHRB — quarterly history vs. share price
Quarterly hedge fund ownership of BHRB vs. share price

Market Analysis: BHRB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BHRB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much BHRB has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
BHRB
+5.0%
XLF
+9.5%

BHRB outperformed XLF by -4.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
BHRB
+6.4%
XLF
+5.8%

Since the filing became public, BHRB outperformed XLF by +0.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 0 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: BHRB
161 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 161 151 6.62%
13F Shares 7M 6M 13.24%
Total Value $413M $369M 11.84%
New Positions 29 16 +13
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

Statistics: BHRB

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Institutional Holders (2026 Q1)

161 + 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:
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 4.31% 305,189 $19.0M
2 Burke & Herbert Bank & Trust Co 3.82% 221,671 $13.8M
3 Hutchinson Capital Management/Ca 2.95% 258,080 $16.1M
4 Fourthstone LLC 2.60% 246,421 $15.3M
5 Evermay Wealth Management LLC 1.28% 185,765 $11.6M
6 Pinnacle Holdings, LLC 0.87% 43,233 $2.7M
7 Quattro Advisors LLC 0.61% 11,303 $704K
8 Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.32% 5,685 $354K
9 Verdence Capital Advisors LLC 0.29% 78,746 $4.9M
10 Salzhauer Michael 0.17% 5,783 $360K
11 PlanVest Financial, Inc 0.15% 3,251 $203K
12 Bridgeway Capital Management, LLC 0.13% 102,880 $6.4M
13 Pacific Ridge Capital Partners, LLC 0.08% 5,650 $352K
14 Moors & Cabot, Inc. 0.07% 25,958 $1.6M
15 HoldCo Asset Management, LP 0.05% 10,480 $653K
16 First United Bank & Trust 0.05% 2,261 $141K
17 Folger Nolan Fleming Douglas Capital Management, Inc 0.04% 7,591 $473K
18 Royce & Associates LP 0.04% 59,102 $3.7M
19 Mirabella Financial Services LLP 0.04% 6,109 $381K
20 Ntv Asset Management LLC 0.03% 4,496 $280K
21 Avenir Corp 0.03% 4,000 $249K
22 Empowered Funds, LLC 0.03% 67,280 $4.2M
23 Graves Light Lenhart Wealth, Inc. 0.02% 3,218 $200K
24 Hotchkis & Wiley Capital Management LLC 0.02% 101,644 $6.3M
25 Mangrove Partners IM, LLC 0.02% 3,692 $230K
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: 79 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?

Strong quality — 39% AUM from major funds: 40 of 161 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BHRB?

Mixed — 27% long-term, 29% new: Of the 161 current holders: 44 (27%) held >2 years, 71 held 1–2 years, and 46 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 Q1 hedge fund 13F filings?

As of today, BHRB has moved +6.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of +0.6%. Since the quarter end (March 31, 2026), BHRB has gained +5.0% vs +9.5% 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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