Evermay Wealth Management »

Burke & Herbert Financial Serv shares owned by Evermay Wealth Management

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

Historical chart of Evermay Wealth Management investment in Burke & Herbert Financial Serv

Tip: Access up to 7 years of quarterly data

All positions including Burke & Herbert Financial Serv held by Evermay Wealth Management 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 Evermay Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $12M 186k 62.29

More positions owned by Evermay Wealth Management

Spdr Series Trust State Street Spd (SPTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Series Trust State Street Spd (SPTS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Spdr Series Trust State Street Spd (SPMD)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr Series Trust State Street Spd (SPSM)
Ishares Core Msci Emkt (IEMG)
Vanguard Whitehall Fds High Div Yld (VYM)
Burke & Herbert Financial Serv (BHRB)

View all positions for Evermay Wealth Management

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