Financials · National Commercial Banks · Nasdaq · CIK 1964333 · FYE Dec 31 · Prices AT CLOSE 2026-08-21 (USD) Last $71.55 · Day +0.77% · Mkt cap $1.4B · P/E (FY) 9.3× · 1Y +22.1% · Off 52W high −4.7% · Vol (1Y) 24.6% Price2023-08-21 → 2026-08-21 BHRB close: $51.9 on 2023-08-21 to $71.6 on 2026-08-21. Split-adj closes · 240 of 5,285 · price returnⓘ At a glance | Short interest3.8% of sh out | | Days to cover5.9d | | 13F net flow (QoQ)+3.06% | | Top-10 13F concentration60.1% | | Next report (est.)2026-10-22 |
SI 2026-07-31 · 13F 2026-Q1ⓘ Key fundamentalsFY 2025 | P/E (FY)9.3× | | Sales (TTM)$363.5M | | Earnings (TTM)$97.0M | | ROE14.8% | | Net margin34.3% | | EPS growth 3Y9.4% | | Sales growth 3Y41.5% |
FY ratios · TTM sales/earnings (USD)ⓘ Trailing returns | YTD+16.8% | | 1Y+22.1% | | 3Y+52.7% | | 5Y+57.4% | | 10Y+112.1% | | Since incept. (ann.)+11.8% |
Total return · from 2005-07-15ⓘ Risk | Ann. volatility (1Y)24.6% | | Ann. volatility (3Y)33.0% | | Sharpe (1Y)0.93 | | Sharpe (3Y)0.60 | | Max drawdown (1Y)−13.1% | | Max drawdown (3Y)−30.8% | | Beta (3Y vs SPY)0.78 |
Daily returns, ann.ⓘ Top institutional holders13F 2026-Q1 | Manager | Shares | Value | % sh out | QoQ |
|---|
| BlackRock, Inc. | 982,759 | $61M | 6.53% | +0.3% | | VANGUARD CAPITAL MANAGEMENT LLC | 562,215 | $35M | 3.74% | new | | STATE STREET CORP | 403,868 | $25M | 2.69% | +11.9% | | GEODE CAPITAL MANAGEMENT, LLC | 379,643 | $24M | 2.52% | +2.4% | | DIMENSIONAL FUND ADVISORS LP | 367,948 | $23M | 2.45% | +15.7% | | AMERICAN CENTURY COMPANIES INC | 342,469 | $21M | 2.28% | +26.0% | | ENDEAVOUR CAPITAL ADVISORS INC | 305,189 | $19M | 2.03% | +143.5% | | HUTCHINSON CAPITAL MANAGEMENT/CA | 258,080 | $16M | 1.72% | +0.0% |
Δ vs 2025-Q4ⓘ Latest reported quarterslast report 2026-07-23 | Period end | Reported | EPS | EPS YoY | Revenue | Rev YoY |
|---|
| 2026-06-30 | 2026-07-23 | $0.50 | −74.6% | $106.9M | +22.7% | | 2026-03-31 | 2026-04-23 | $1.79 | −0.6% | $84.7M | +2.0% | | 2025-12-31 | 2026-01-22 | $1.98 | — | $86.5M | +4.9% | | 2025-09-30 | 2025-10-23 | $1.97 | +8.2% | $85.4M | +1.9% |
As-reported XBRL · next 2026-10-22 est.ⓘ Segment mixFY2025 (ended Dec 2025) Fiduciary And Trust 28% · Service Other 22% · Deposit Related Feed 21% · Trust Fees 17% · Advisory Fees 7% product & service · TAGGED revenueⓘ Basis & disclosures - EOD closes · nothing imputed or averaged · absent “—”
- As-of differs by block · 13F = US long, 45+d lag, LOWER bound
- Not investment advice · no recommendation, price target or solicitation
- EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
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