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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

Tip: Access up to 7 years of quarterly data

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
2025-09-30 $647k 11k 61.69
2025-06-30 $626k 11k 59.73
2024-09-30 $639k 11k 60.99
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

Comerica Incorporated (CMA)
Columbia Banking System (COLB)
First Interstate Bancsystem (FIBK)
Eastern Bankshares (EBC)
Citizens Financial (CFG)
Central Pac Finl Corp Com New (CPF)
Key (KEY)
Capitol Federal Financial (CFFN)
Bankunited (BKU)
Trustco Bk Corp N Y Com New (TRST)
Heritage Commerce (HTBK)
Bank of Marin Ban (BMRC)
Xbp Europe Holdings (XBP)
Shore Bancshares (SHBI)
Renasant (RNST)

View all positions for HoldCo Asset 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