Burke & Herbert Financial Services Corp. (BHRB) — Institutional Holders, Q2 2026 (page 3)
208 institutional investment managers reported a BHRB position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $642.5M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 208. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BHRB 13F holders ranked 201–208 of 208
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Clearstead Advisors#201 · 12 sh | 12 | $863.00 | 0.00% | New |
| 202 | SBI Securities , Ltd.#202 · 3 sh | 3 | $216.00 | — | -92.9% |
| 203 | Kilter Group#203 · 2 sh | 2 | $144.00 | <0.01% | New |
| 204 | Global Retirement Partners#204 · 1 sh | 1 | $72.00 | 0.00% | — |
| 205 | SJS Investment Consulting#205 · 1 sh | 1 | $72.00 | — | New |
| 206 | Farther Finance Advisors#206 · 1 sh | 1 | $72.00 | — | -50.0% |
| 207 | Keating Financial Advisory Services#207 · 1 sh | 1 | $72.00 | 0.00% | New |
| 208 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#208 · 19,752 sh | 19,752 | — | — | +49.3% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.