This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BHRB/capital-change-brief"
Use Arkolith's capital_change_brief for BHRB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $61.2M | 983K | ▲+0.3% Added · +3K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $35.0M | 562K | ▲New +562K sh | Q1 2026 | |
| 3 | STATE STREET CORP | $25.2M | 404K | ▲+12% Added · +43K sh | Q1 2026 | |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $23.7M | 380K | ▲+2.4% Added · +9K sh | Q1 2026 | |
| 5 | DIMENSIONAL FUND ADVISORS LP | $22.9M | 368K | ▲+16% Added · +50K sh | Q1 2026 | |
| 6 | AMERICAN CENTURY COMPANIES INC | $21.3M | 342K | ▲+26% Added · +71K sh | Q1 2026 | |
| 7 | Fourthstone LLC | $15.3M | 246K | ▲+239% Added · +174K sh | Q1 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $11.4M | 183K | ▲+11% Added · +19K sh | Q1 2026 | |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | $8.3M | 134K | ▲New +134K sh | Q1 2026 | |
| 10 | NORTHERN TRUST CORP | $7.4M | 119K | ▲+5.2% Added · +6K sh | Q1 2026 | |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.9M | 110K | ▲+0.6% Added · +705 sh | Q1 2026 | |
| 12 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $6.4M | 103K | ▲+26% Added · +21K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $6.4M | 103K | ▲+5.6% Added · +5K sh | Q1 2026 | |
| 14 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $6.3M | 102K | ▼−3.8% Reduced · −4K sh | Q1 2026 | |
| 15 | Bank of New York Mellon Corp | $5.5M | 88K | ▼−1.6% Reduced · −1K sh | Q1 2026 | |
| 16 | VANGUARD FIDUCIARY TRUST CO | $5.3M | 85K | ▲New +85K sh | Q1 2026 | |
| 17 | Verdence Capital Advisors LLC | $4.9M | 79K | ▲+18% Added · +12K sh | Q1 2026 | |
| 18 | Empowered Funds, LLC | $4.2M | 67K | ▲+46% Added · +21K sh | Q1 2026 | |
| 19 | AQR CAPITAL MANAGEMENT LLC | $3.6M | 57K | ▼−23% Reduced · −17K sh | Q1 2026 | |
| 20 | TWO SIGMA INVESTMENTS, LP | $2.9M | 47K | ▲+48% Added · +15K sh | Q1 2026 | |
| 21 | ALLIANCEBERNSTEIN L.P. | $2.8M | 45K | ▲+0.9% Added · +400 sh | Q1 2026 | |
| 22 | UBS Group AG | $2.8M | 44K | ▲+33% Added · +11K sh | Q1 2026 | |
| 23 | MERCER GLOBAL ADVISORS INC /ADV | $2.5M | 40K | ▲+102% Added · +20K sh | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $2.4M | 38K | ▼−32% Reduced · −18K sh | Q1 2026 | |
| 25 | BNP PARIBAS FINANCIAL MARKETS | $2.4M | 38K | ▲+35% Added · +10K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Zirk Angela R | EVP, Chief Experience Officer | Option exercise (M) | 1K | $64K |
| Jul 1, 2026 | Zirk Angela R | EVP, Chief Experience Officer | Tax withholding (F) | 1K | $76K |
| Jul 1, 2026 | Zirk Angela R | EVP, Chief Experience Officer | Option exercise (M) | 1K | $0 |
| Jun 29, 2026 | MADDY H CHARLES III | President, Director | Option exercise (M) | 8K | $408K |
| Jun 29, 2026 | MADDY H CHARLES III | President, Director | Option exercise (M) | 15K | $775K |
| Jun 29, 2026 | MADDY H CHARLES III | President, Director | Tax withholding (F) | 18K | $1.3M |
| Jun 29, 2026 | MADDY H CHARLES III | President, Director | Option exercise (M) | 8K | $0 |
| Jun 29, 2026 | MADDY H CHARLES III | President, Director | Option exercise (M) | 15K | $0 |
| Jun 25, 2026 | MADDY H CHARLES III | President, Director | Option exercise (M) | 16K | $756K |
| Jun 25, 2026 | MADDY H CHARLES III | President, Director | Tax withholding (F) | 12K | $858K |
| Jun 25, 2026 | MADDY H CHARLES III | President, Director | Option exercise (M) | 16K | $0 |
| Jun 19, 2026 | WILSON DAVID | Director | Grant (A) | 1K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 45 funds | $19.8B |
| VISA INC-CLASS A SHARESV | 45 funds | $4.0B |
| UNITEDHEALTH GROUP INCUNH | 45 funds | $2.7B |
| SALESFORCE INCCRM | 45 funds | $2.3B |
| WELLS FARGO & COWFC | 45 funds | $2.0B |
| BOOKING HOLDINGS INCBKNG | 45 funds | $2.0B |
| AUTOMATIC DATA PROCESSINGADP | 45 funds | $795.0M |
| APPLE INCAAPL | 44 funds | $24.3B |
| AMAZON.COM INCAMZN | 44 funds | $14.3B |
| ALPHABET INC-CL AGOOGL | 44 funds | $12.4B |
| BROADCOM INCAVGO | 44 funds | $10.7B |
| JPMORGAN CHASE & COJPM | 44 funds | $6.2B |
Ranked by how many of BHRB's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BHRB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.