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Burke & Herbert Financial Services Corp. Financials, FR Y-9C Data and Filings

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Bank Holding Company Virginia RSSD 5756704 Ticker BHRB FRS Est. 2022

Burke & Herbert Financial Services Corp. is a bank holding company based in Virginia with $10.99B in total consolidated assets as of June 30, 2026, according to its FR Y-9C filing with the Federal Reserve. It owns 1 bank that files a call report: Burke and Herbert Bank and Trust Company ($10.98B in assets). Its shares trade under the ticker BHRB, and it files with the SEC under CIK 1964333: see its SEC filings and 8-K events.

Key Financials FR Y-9C, consolidated, as of June 30, 2026

Total assets
$10.99B
Total deposits
$8.97B
Total equity
$1.20B
Net income (Q2 2026)
$9.5M
ROA
0.38%
ROE
3.67%
Net interest margin
4.01%
CET1 ratio
11.76%
Total loans
$8.00B
Efficiency ratio
78.83%
Equity / assets
10.94%
Tier 1 leverage ratio
11.07%
Total capital ratio
14.42%
Employees (FTE)
1,051

Source: FR Y-9C for June 30, 2026, consolidated across the holding company's banks and nonbank subsidiaries. Net income is for Q2 2026 alone; ROA, ROE and net interest margin annualize that quarter, and the margin is tax-equivalent, on average earning assets. Deposits add domestic and foreign-office deposits (Schedule HC, item 13). Capital ratios are as filed on Schedule HC-R (CET1: BHCAP793). Bank-level figures in the tables below come from each bank's own call report.

Bank Subsidiaries 1 bank held directly or through another holding company

Bank Charter State Total assets (call report) Share of bank assets Held through
Burke and Herbert Bank and Trust Company State Member Bank VA $10.98B 100.0% Held directly

Questions About Burke & Herbert Financial Services Corp.

What are Burke & Herbert Financial Services Corp.'s total assets?

Burke & Herbert Financial Services Corp. reported $10.99B in total consolidated assets as of June 30, 2026, according to its FR Y-9C filing with the Federal Reserve.

How many banks does Burke & Herbert Financial Services Corp. own?

Burke & Herbert Financial Services Corp. owns 1 bank that files a call report: Burke and Herbert Bank and Trust Company.

Who owns Burke and Herbert Bank and Trust Company?

Burke and Herbert Bank and Trust Company is owned by Burke & Herbert Financial Services Corp. The bank reported $10.98B in total assets on its latest call report.

Where can I find Burke & Herbert Financial Services Corp.'s FR Y-9C?

Burke & Herbert Financial Services Corp. files the FR Y-9C with the Federal Reserve every quarter. The reports are public on the FFIEC National Information Center under RSSD ID 5756704. This page summarizes the FR Y-9C for Q2 2026.

Does Burke & Herbert Financial Services Corp. file with the SEC?

Yes. Burke & Herbert Financial Services Corp. files with the SEC under Central Index Key (CIK) 1964333 and trades under the ticker BHRB.

Filing Details fiscal year and SEC registration

Fiscal year end
December 31
Ticker
BHRB
SEC CIK
1964333
SEC filings
Filings and 8-K events

Organization Map select + to expand a subsidiary's own holdings

Holding company Reporting bank Nonbank subsidiary
  • Burke & Herbert Financial Services Corp.
    Holding Company VA RSSD 5756704
    $10.99B
    • Burke and Herbert Bank and Trust Company
      State Member Bank VA RSSD 933621
      $10.98B
    • Burke & Herbert Wealth Services, LLC
      Nonbank Subsidiary VA RSSD 6105457
    • SFG Capital Trust I
      Nonbank Subsidiary WV RSSD 3153411
    • SFG Capital Trust II
      Nonbank Subsidiary WV RSSD 3259612
    • SFG Capital Trust III
      Nonbank Subsidiary WV RSSD 3406199

Direct Subsidiaries 5 active direct subsidiaries

Entity Type State Total Assets Share of bank subsidiary assets
Burke and Herbert Bank and Trust Company · 933621 State Member Bank VA $10.98B 100.0%
Burke & Herbert Wealth Services, LLC · 6105457 Nonbank Subsidiary VA — —
SFG Capital Trust I · 3153411 Nonbank Subsidiary WV — —
SFG Capital Trust II · 3259612 Nonbank Subsidiary WV — —
SFG Capital Trust III · 3406199 Nonbank Subsidiary WV — —

Share of bank subsidiary assets divides each bank's total assets by the combined assets of the bank subsidiaries listed. Nonbank subsidiaries are not counted.

Regulator records: FFIEC NIC profile (RSSD 5756704)