FIRST UNITED BANK & TRUST
BankPosition in BHRB — Burke & Herbert Financial Services Corp.
CIK 1214183
OAKLAND, MD
Position in BHRB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$140,837
-$45 QoQ
Shares Held
2,261
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BHRB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026FIRST UNITED BANK & TRUST holds $5,400,874 across 12 Banks - Regional names. BHRB ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
12,125 | $2,523,090 | |
| 2 | MTB |
M&T Bank Corp
|
8,524 | $1,762,080 | |
| 3 | TFC |
Truist Financial Corp
|
11,843 | $544,422 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
13,090 | $204,858 | |
| 5 | BHRB |
Burke & Herbert Financial Services Corp.
This page
|
2,261 | $140,837 | |
| 6 | CHCO |
City Holding Co
|
665 | $79,480 | |
| 7 | ACNB |
Acnb Corp
|
990 | $47,391 | |
| 8 | KEY |
Keycorp /New/
|
1,750 | $35,087 |
All Filings in BHRB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $140,837 | 2,261 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $140,882 | 2,261 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $139,480 | 2,261 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $68,808 | 1,152 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $64,638 | 1,152 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $71,838 | 1,152 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $70,260 | 1,152 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $58,728 | 1,152 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||