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Burke & Herbert Financial Serv shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Burke & Herbert Financial Serv (BHRB) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Burke & Herbert Financial Serv

Tip: Access up to 7 years of quarterly data

All positions including Burke & Herbert Financial Serv held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Burke & Herbert Financial Serv by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $277k 4.5k 61.50
2025-06-30 $267k 4.4k 60.00
2025-03-31 $60k 1.1k 56.14
2024-12-31 $274k 4.4k 62.36
2024-09-30 $260k 4.3k 60.99
2023-12-31 $13k 200 62.90
2023-09-30 $9.3k 200 46.47
2023-06-30 $13k 200 64.20

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Top funds holding Burke & Herbert Financial Serv

BlackRock
Vanguard Group
State Street Corporation
Geode Capital Management
Dimensional Fund Advisors
Hutchinson Capital Management
Burke & Herbert Bank & Trust
American Century Companies
Fourthstone
Northern Trust
Charles Schwab Investment Management
Hotchkis and Wiley Capital Management
Endeavour Capital Advisors
Goldman Sachs Group
Royce & Associates

View all funds holding Burke & Herbert Financial Serv