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Burke & Herbert Financial Serv shares owned by Fortitude Family Office

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

Historical chart of Fortitude Family Office investment in Burke & Herbert Financial Serv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Burke & Herbert Financial Serv by Fortitude Family Office

Quarter filed Position value Share count Share price at filing
2025-09-30 $58k 935 61.69
2025-06-30 $56k 935 59.73
2025-03-31 $53k 936 56.11
2024-12-31 $58k 936 62.36
2024-09-30 $57k 936 60.99
2024-06-30 $48k 936 50.98
2024-03-31 $3.0k 53 56.04
2023-12-31 $3.3k 53 62.91

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Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Avantis U.s. Large Cap Value Etf Etf (AVLV)
Ishares U.s. Technology Etf Etf (IYW)
Ishares Core S&p Mid-cap Etf Etf (IJH)

View all positions for Fortitude Family Office

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