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Burke & Herbert Financial Serv shares owned by CWM

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

Historical chart of CWM investment in Burke & Herbert Financial Serv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Burke & Herbert Financial Serv by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $270k 4.4k 61.78
2025-06-30 $50k 841 59.45
2025-03-31 $6.0k 101 59.41
2024-12-31 $4.0k 61 65.57
2024-09-30 $5.0k 80 62.50
2024-06-30 $2.0k 43 46.51
2024-03-31 $0 3 0.00

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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