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Burke & Herbert Financial Serv shares owned by Essential Partners

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

Historical chart of Essential Partners investment in Burke & Herbert Financial Serv

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

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Quarterly reported holdings in Burke & Herbert Financial Serv by Essential Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.0k 145 62.29
2025-12-31 $20k 318 62.31
2025-09-30 $19k 309 61.69
2025-06-30 $2.9k 49 59.73

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Top funds holding Burke & Herbert Financial Serv

BlackRock
Vanguard Group
Vanguard Capital Management
Geode Capital Management
Dimensional Fund Advisors
State Street Corporation
Endeavour Capital Advisors
American Century Companies
Hutchinson Capital Management
Fourthstone
Burke & Herbert Bank & Trust
Evermay Wealth Management
Goldman Sachs Group
Vanguard Portfolio Management
Northern Trust

View all funds holding Burke & Herbert Financial Serv