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Vanguard reports 0% stake in Burke & Herbert (BHRB) after realignment

Filing Impact
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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

The Vanguard Group filed Amendment No. 1 to a Schedule 13G/A for Burke & Herbert Financial Services Corp reporting beneficial ownership of 0%0 shares of Common Stock as of 03/13/2026. The filing explains an internal realignment on 01/12/2026 that disaggregated certain subsidiaries' holdings from The Vanguard Group, Inc.

Positive

  • None.

Negative

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Insights

Vanguard reports no beneficial ownership after a corporate realignment.

The filing lists 0 shares and 0% ownership of Burke & Herbert Financial Services Corp common stock as of 03/13/2026. The explanatory note cites an internal reorganization effective 01/12/2026 that caused disaggregation of subsidiaries' holdings.

Cash‑flow treatment is not stated; subsequent filings may show separate subsidiary reports if those entities hold securities.

Amendment aligns disclosure with SEC release on disaggregated reporting.

The filing references SEC Release No. 34-39538 and states certain subsidiaries will report separately from The Vanguard Group, Inc. This is a compliance-driven update reflecting organizational reporting changes, not an economic transaction.

Watch for future separate Schedule 13 filings by Vanguard subsidiaries that might show ownership positions.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: On January 12, 2026, The Vanguard Group, Inc. went through an internal realignment. In accordance with SEC Release No. 34-39538 (January 12, 1998), certain subsidiaries or business divisions of subsidiaries of The Vanguard Group, Inc., that formerly had, or were deemed to have, beneficial ownership with The Vanguard Group, Inc., will report beneficial ownership separately (on a disaggregated basis) from The Vanguard Group, Inc. in reliance on such release. These subsidiaries and/or business divisions pursue the same investment strategies as previously pursued by The Vanguard Group, Inc. prior to the realignment. Further in accordance with SEC Release No. 34-39538 (January 12, 1998), The Vanguard Group, Inc. no longer has, or is deemed to have, beneficial ownership over securities beneficially owned by such subsidiaries and/or business divisions.


SCHEDULE 13G



The Vanguard Group
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:03/26/2026

FAQ

What does Vanguard report in the Schedule 13G/A for BHRB?

Vanguard reports beneficial ownership of 0 shares, representing 0% of Burke & Herbert Financial Services Corp common stock as of 03/13/2026. The filing amends prior disclosure after an internal organizational realignment.

Why does the filing mention an internal realignment dated 01/12/2026?

The filing states Vanguard completed an internal realignment on 01/12/2026, causing certain subsidiaries or business divisions to report holdings separately in reliance on SEC Release No. 34-39538. That change explains the disaggregated reporting in the amendment.

Does this Schedule 13G/A disclose any Vanguard subsidiaries' holdings in BHRB?

No subsidiary holdings are shown in this amendment; it reports 0 shares and 0% ownership. The amendment indicates affected subsidiaries will file separately, but their positions are not included in this excerpt.

Who signed the amendment and when was it executed?

The amendment is signed by Ashley Grim, Head of Global Fund Administration, with an execution date of 03/26/2026. The cover shows the filing date of 03/13/2026 for the Schedule 13G/A amendment.

Does the filing state Vanguard retains any voting or dispositive power over BHRB shares?

The filing lists 0 for sole voting, shared voting, sole dispositive, and shared dispositive power. It states The Vanguard Group, Inc. no longer is deemed to have beneficial ownership over the securities held by those disaggregated subsidiaries.
Burke & Herbert

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