As of November 6, 2026, Burke & Herbert Financial Services Corp. has Schedule 13D or 13G filings on record, none whose latest reports a stake of 5% or more. 4 filings are on record since July 29, 2025 (Schedule 13G/A, August 24, 2026).
Sell to companies like Burke & Herbert Financial Services Corp? Enter your website and see 10 with a filed reason to buy from you this month. Free.
Opens in a new tab. No signup.
Key facts
- · Reporting person: Lehman Kenneth R · Sole voting: 993,343 · Shared voting: 0 · Sole dispositive: 993,343 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-24
- · Holder: Kenneth R. Lehman · Percent: 5.85% · SCHEDULE 13G
- · Holder: The Vanguard Group · Percent: 0% · SCHEDULE 13G/A
- · Holder: The Vanguard Group · Percent: 5.07% · SCHEDULE 13G
Burke & Herbert Financial Services Corp. has 4 Schedule 13D or 13G filings on record since 2025-07-29. No holder's latest filing reports 5% or more. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| 4.9% | 993,343 | SCHEDULE 13G/A, 2026-08-24 | 2026-08-13 | |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
Holding shares or following this stake? See who's behind Burke & Herbert Financial Services Corp. and the warning signs.
Free to see. No signup.
Keep reading
More on Burke & Herbert Financial Services Corp. and the records around it.
Burke & Herbert Financial Services Corp. elsewhere on the record
- Acquisition May 2026
- Who owns it
Companies that share a holder
- Kenneth R. Lehman also filed stake reports on 3 other companies: BayFirst Financial Corp (Oct 2026)
- The Vanguard Group also filed stake reports on 2384 other companies: BellRing Brands, Inc. (Sep 2026), CAL-MAINE FOODS INC (Sep 2026), FTAI Aviation Ltd. (Sep 2026)
Watch Burke & Herbert Financial Services Corp.
Get an email when Burke & Herbert Financial Services Corp. files again: a new raise, a leadership change, a layoff or an IPO filing. One email first to confirm; nothing else until you click it. At most one a day, one click to stop. Free for up to 3 companies.
Want the whole picture on Burke & Herbert Financial Services Corp.?
Example from a real report (our sample on Target): “The Q2 2026 earnings report, published August 19, 2026, showed adjusted EPS of $2.46 against an expected $2.33” Source: CNBC
A Full Report on Burke & Herbert Financial Services Corp.: verified, sourced, every claim cited, ready in a few minutes. See pricing.
What the Full Report on Burke & Herbert Financial Services Corp. covers
The Short Answer
Which Company This Is
What They Do, And How The Money Works
Who Runs It, And How To Reach Them
The Money: Funding, Valuation, Runway
Who Pays Them, And Who They Are Up Against
Warning Bells
Sources
7 cited sources found
Plus the sections for what you are deciding, which you pick after ordering.
A real finished report, first screen. Opens in a new tab.
Not ready to order yet? Keep this snapshot.
Sends this preview to you once; we won't add you to any list
Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Lehman Kenneth R | 993,343 | 0 | 993,343 | 0 | SCHEDULE 13G/A, 2026-08-24 |
The latest filing identifies Burke & Herbert Financial Services Corp. by CUSIP 12135Y108 and gives its principal executive office as 100 S. FAIRFAX STREET, ALEXANDRIA, VA 22314 (SCHEDULE 13G/A, 2026-08-24).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-29 | The Vanguard Group | 5.07% | SCHEDULE 13G |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-05-04 | Kenneth R. Lehman | 5.85% | SCHEDULE 13G |
| 2026-08-24 | Lehman Kenneth R | 4.9% | SCHEDULE 13G/A |
Also on the record for Burke & Herbert Financial Services Corp.
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| July 7, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
| June 23, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
| May 1, 2026 | Acquired LINKBANCORP, Inc. | — | Acquisition | Source |
| May 1, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
Tools for this story
Each opens in a new tab, filled in for Burke & Herbert Financial Services Corp.. With no account yet, you sign up free and land on the result.
Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.