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Burke & Herbert Financial Serv shares owned by HoldCo Asset Management

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

Historical chart of HoldCo Asset Management investment in Burke & Herbert Financial Serv

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All positions including Burke & Herbert Financial Serv held by HoldCo Asset 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 HoldCo Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $534k 11k 50.98
2024-03-31 $587k 11k 56.03
2023-12-31 $659k 11k 62.90
2023-06-30 $673k 11k 64.20

More positions owned by HoldCo Asset Management

Peoples Bancorp of North Carolina (PEBK)
First Bancshares (FBMS)
Eagle Ban (EBMT)
Shore Bancshares (SHBI)
Central Pac Finl Corp Com New (CPF)
Horizon Ban (HBNC)
First Mid Ill Bancshares (FMBH)
Heritage Commerce (HTBK)
First Financial Corporation (THFF)
First Northwest Ban (FNWB)
Southern California Bancorp (BCAL)
Burke & Herbert Financial Serv (BHRB)
First united corporation (FUNC)
Eagle Ban (EGBN)
CVB Financial (CVBF)

View all positions for HoldCo Asset Management

Top funds holding Burke & Herbert Financial Serv

BlackRock
Vanguard Group
Dimensional Fund Advisors
Fourthstone
Geode Capital Management
State Street Corporation
Burke & Herbert Bank & Trust
Hutchinson Capital Management
Royce & Associates
Bank of New York Mellon
American Century Companies
Renaissance Technologies
Verdence Capital Advisors
Charles Schwab Investment Management
Kestra Advisory Services

View all funds holding Burke & Herbert Financial Serv