Burke & Herbert Bank & Trust »

Burke & Herbert Financial Serv shares owned by Burke & Herbert Bank & Trust

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

Historical chart of Burke & Herbert Bank & Trust investment in Burke & Herbert Financial Serv

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Burke & Herbert Financial Serv by Burke & Herbert Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 205k 56.03
2023-12-31 $15M 241k 62.90
2023-09-30 $11M 241k 46.47
2023-06-30 $15M 240k 64.20

More positions owned by Burke & Herbert Bank & Trust

Burke & Herbert Finl Svcs Corp Common (BHRB)
Spdr S&p 500 Etf Trust Other (SPY)
Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Exxon Mobil Corp Common (XOM)
Spdr Portfolio S&p 500 Growth Other (SPYG)
Coca Cola Common (KO)
Johnson & Johnson Common (JNJ)
Ishares S&p 400 Midcap Index F Other (IJH)
Norfolk Southern Corp Common (NSC)
Home Depot Common (HD)
Vanguard High Dvd Yield Etf Other (VYM)
Merck & Co Common (MRK)
Abbvie Common (ABBV)
Ishares S&p Smallcap 600 Other (IJR)

View all positions for Burke & Herbert Bank & Trust

Top funds holding Burke & Herbert Financial Serv

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

View all funds holding Burke & Herbert Financial Serv