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Burke & Herbert Financial Serv shares owned by Summit Investment Advisors

Quarter-by-quarter ownership of Burke & Herbert Financial Serv (BHRB) shares owned by Summit Investment Advisors from 13F filings

Historical chart of Summit Investment Advisors investment in Burke & Herbert Financial Serv

Tip: Access up to 7 years of quarterly data

All positions including Burke & Herbert Financial Serv held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Burke & Herbert Financial Serv by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $33k 531 62.90
2023-09-30 $25k 531 46.47
2023-06-30 $34k 531 64.20

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Top funds holding Burke & Herbert Financial Serv

Vanguard Group
Hutchinson Capital Management
Burke & Herbert Bank & Trust
Bank of New York Mellon
Moors & Cabot
Charles Schwab Investment Management
Wells Fargo & Company
Mariner Wealth Advisors
Franklin Resources
Sandy Spring Bank
Bank of America Corporation
Barclays
Rhumbline Advisers
Goldman Sachs Group
Baird Financial

View all funds holding Burke & Herbert Financial Serv