Passive Capital Management, LLC.
Position in BHRB — Burke & Herbert Financial Services Corp.
CIK 1958250
BALTIMORE, MD
Position in BHRB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$626,259
+$83,228 QoQ
Shares Held
8,715
0.0% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
3.05%
of 13F equity value
Holder Rank
#92
of 205 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BHRB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Passive Capital Management, LLC. holds $843,673 across 2 Banks - Regional names. BHRB ranks #1 (74.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHRB |
Burke & Herbert Financial Services Corp.
This page
|
8,715 | $626,259 | |
| 2 | TFC |
Truist Financial Corp
|
4,364 | $217,414 |
All Filings in BHRB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $626,259 | 8,715 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $543,031 | 8,715 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $537,628 | 8,715 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $520,546 | 8,715 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $488,998 | 8,715 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $553,008 | 8,868 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $540,859 | 8,868 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $477,172 | 9,360 | Shares | Sole | 2024-09-25 | |
| 2024-03-31 | $524,440 | 9,360 | Shares | Sole | 2024-09-25 | |
| 2023-12-31 | $588,744 | 9,360 | Shares | Sole | 2024-09-25 | |
| 2023-09-30 | $434,959 | 9,360 | Shares | Sole | 2024-09-25 | |
| 2023-06-30 | $600,912 | 9,360 | Shares | Sole | 2024-09-25 | |
| No filing history on record for this holder in this stock. | ||||||