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Burke & Herbert Financial Serv shares owned by Goss Wealth Management

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

Historical chart of Goss 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 Goss Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Burke & Herbert Financial Serv by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.1k 131 61.55
2025-06-30 $10k 169 59.58
2024-12-31 $127 2 63.50
2024-09-30 $123 2 61.50
2024-06-30 $102 2 51.00

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Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Vanguard S&p MF Closed and MF Open (VOO)
Broadcom Common Stock (AVGO)
Amazon Common Stock (AMZN)
Jpmorgan Chase Common Stock (JPM)
Ishares U S MF Closed and MF Open (DYNF)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares S&p MF Closed and MF Open (IVW)
Vanguard Value MF Closed and MF Open (VTV)
Vanguard Growth MF Closed and MF Open (VUG)
Meta Platforms Common Stock (META)

View all positions for Goss Wealth Management

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