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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

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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
2024-06-30 $283k 5.5k 50.98

More positions owned by Jentner

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Global Core Plus (DFGP)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Intl Core Equity (DFIC)
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)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Real Estate E (DFAR)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for Jentner

Top funds holding Burke & Herbert Financial Serv

BlackRock
BlackRock
Vanguard Group
Dimensional Fund Advisors
Fourthstone
Geode Capital Management
State Street Corporation
Burke & Herbert Bank & Trust
Hutchinson Capital Management
Northern Trust
Charles Schwab Investment Management
Royce & Associates
Bank of New York Mellon
EJF Capital
Verdence Capital Advisors

View all funds holding Burke & Herbert Financial Serv