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Burke & Herbert Financial Serv shares owned by Jentner

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

Historical chart of Jentner investment in Burke & Herbert Financial Serv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Burke & Herbert Financial Serv by Jentner

Quarter filed Position value Share count Share price at filing
2025-06-30 $342k 5.7k 59.73
2025-03-31 $318k 5.7k 56.11
2024-12-31 $351k 5.6k 62.36
2024-09-30 $341k 5.6k 60.99
2024-06-30 $283k 5.5k 50.98

More positions owned by Jentner

Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Global Core Plus (DFGP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for Jentner

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