Business Summary
Burke & Herbert Financial Services Corp. (Nasdaq: BHRB) is the Virginia-based bank holding company for Burke & Herbert Bank & Trust Company, a Virginia-chartered commercial bank founded in 1852 and headquartered in Alexandria, Virginia. The Company is a community-oriented financial holding company that gathers local deposits and originates commercial, mortgage, and consumer loans across a footprint spanning northern Virginia, West Virginia, Maryland, Delaware, and Kentucky, with over 77 branches and commercial loan offices. Its May 2024 merger with Summit Financial Group and pending merger with LINKBANCORP, Inc. (LNKB) are expected to push total consolidated assets above $10 billion, triggering CFPB oversight and higher interchange-fee caps.
Products & Services
- Checking, savings, money market accounts, and certificates of deposit (including brokered CDs)
- Commercial real estate loans (owner-occupied and investor/non-owner-occupied)
- Acquisition, construction & development loans
- Commercial & industrial (C&I) loans and commercial lines of credit...
AI-generated summary of Item 1 (Business) from the 10-K filed Feb 27, 2026 — View filing on SEC.gov. May contain errors — refer to the filing for authoritative information.
Across SEC filings
Institutional holders · 13F
Q2 2026| Largest holders | Reported value |
|---|---|
| BlackRock Inc | $87.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $53.9M |
| STATE STREET CORPORATION | $40.1M |
| AMERICAN CENTURY COMPANIES INC | $35.2M |
| GEODE CAPITAL MANAGEMENT LLC | $33.2M |
Annual results · 10-K
Fiscal 2025- Net income
- $117.3M
As reported in the fiscal 2025 annual report.
Securities
| CUSIP | Security | Type |
|---|---|---|
| 12135Y108 | BHRB BURKE & HERBERT FINANCIAL SE | Common stock |
Insider trades · Form 4
Latest filings
- Shawn Patrick Mclaughlin 2026-10-30 Buy
- David Wilson 2026-10-27 Buy
- Kirtan Parikh 2026-09-29 Award
- Lauren N. Kimlel 2026-09-29 Award
- Robert Victor Hintelmann Jr 2026-09-29 Award
Funds & ETFs · N-PORT
180 funds| Fund | Value | % of fund |
|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VTI | $38.8M | < 0.01% |
| Avantis U.S. Small Cap Value ETF AVUV | $32.6M | 0.1% |
| iShares Russell 2000 ETF IWM | $29.9M | 0.04% |
| VANGUARD EXTENDED MARKET INDEX FUND | $13.9M | 0.01% |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF KRE | $12.9M | 0.27% |
| Fidelity Small Cap Index Fund | $12.3M | 0.04% |
| iShares Russell 2000 Value ETF IWN | $10.4M | 0.07% |
| U.S. SMALL CAP VALUE PORTFOLIO | $6.3M | 0.03% |
| VANGUARD RUSSELL 2000 INDEX FUND VTWO | $6.3M | 0.04% |
| Fidelity Extended Market Index Fund | $5.8M | 0.01% |
180 funds reported holding $278.8M in total on their latest public Form N-PORT reports, the most recent dated August 2026. Security record