DIMENSIONAL FUND ADVISORS LP
Position in BHRB — Burke & Herbert Financial Services Corp.
CIK 354204
AUSTIN, TX
Position in BHRB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$22,919,479
+$3,105,462 QoQ
Shares Held
367,948
+15.7% QoQ
Ownership
1.83%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 94%
Shared 4%
None 2%
Common Shares in BHRB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $23,913,158,445 across 289 Banks - Regional names. BHRB ranks #164 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
10,369,212 | $539,302,712 | |
| 2 | FITB |
Fifth Third Bancorp
|
10,918,284 | $507,263,473 | |
| 3 | SSB |
SouthState Bank Corp
|
4,934,851 | $456,572,411 | |
| 4 | WBS |
Webster Financial Corp
|
6,327,138 | $439,229,916 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,035,295 | $433,740,309 | |
| 6 | BPOP |
Popular, Inc.
|
3,222,266 | $432,331,427 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
7,477,126 | $430,831,998 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
2,070,265 | $430,801,441 |
All Filings in BHRB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,919,479 | 367,948 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $19,814,017 | 317,991 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $17,394,357 | 281,964 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $16,917,804 | 283,238 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $17,365,875 | 309,497 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $21,245,862 | 340,697 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $21,699,142 | 355,782 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $18,137,764 | 355,782 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||