Creative Planning »

Burke & Herbert Financial Serv shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Burke & Herbert Financial Serv

Tip: Access up to 7 years of quarterly data

All positions including Burke & Herbert Financial Serv held by Creative Planning 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $403k 5.6k 71.86
2024-12-31 $872 14 62.36

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust St Str P500etf (SPYM)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Mid Cap Etf (VO)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Creative Planning

Top funds holding Burke & Herbert Financial Serv

BlackRock
Vanguard Capital Management
American Century Companies
Geode Capital Management
Endeavour Capital Advisors
Dimensional Fund Advisors
State Street Corporation
Alliancebernstein
Hutchinson Capital Management
Burke & Herbert Bank & Trust
Goldman Sachs Group
Northern Trust
Vanguard Portfolio Management
Charles Schwab Investment Management
Sixth Street Partners Management Company

View all funds holding Burke & Herbert Financial Serv