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Cliff Asness’s BHRB Holdings & Trades

First Buy
Q4 2023
Duration Held
6 Quarters
Largest Add
Q3 2025
+48,829 Shares
Current Position
57,427 Shares
$3.58 M Value

Cliff Asness's BHRB Position Overview

Cliff Asness (via Aqr Capital Management LLC) currently holds 57,427 shares of Burke & Herbert Financial Services Corp. (BHRB) worth $3.58 M, representing 0.00% of the portfolio. First purchased in 2023-Q4, this short-term holding has been held for 6 quarters.

Based on 13F filings, Cliff Asness has maintained this position in BHRB for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 48,829 shares. Largest reduction occurred in Q1 2026, reducing 17,124 shares.

Analysis based on 13F filings available since 2013 Q2

Cliff Asness's Burke & Herbert Financial Services (BHRB) Holding Value Over Time

Track share changes against reported price movement

Quarterly Burke & Herbert Financial Services (BHRB) Trades by Cliff Asness

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 -17,124 Reduce 22.97% 57,427 $62.29
Q4 2025 +9,734 Add 15.02% 74,551 $62.31
Q3 2025 +48,829 Add 305.41% 64,817 $61.69
Q2 2025 +15,988 New Buy 15,988 $59.73
Q1 2024 -3,315 Sold Out 0 $0.00
Q4 2023 +3,315 New Buy 3,315 $62.90

Cliff Asness's Burke & Herbert Financial Services Investment FAQs

Cliff Asness first purchased Burke & Herbert Financial Services Corp. (BHRB) in Q4 2023, acquiring 3,315 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness has held Burke & Herbert Financial Services Corp. (BHRB) for 6 quarters since Q4 2023.

Cliff Asness's largest addition to Burke & Herbert Financial Services Corp. (BHRB) was in Q3 2025, adding 64,817 shares worth $4 M.

According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 57,427 shares of Burke & Herbert Financial Services Corp. (BHRB), valued at approximately $3.58 M.

As of the Q1 2026 filing, Burke & Herbert Financial Services Corp. (BHRB) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.

Cliff Asness's peak holding in Burke & Herbert Financial Services Corp. (BHRB) was 74,551 shares, as reported at the end of Q4 2025.