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Burke & Herbert Financial Serv shares owned by LifeGuide Financial Advisors

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

Historical chart of LifeGuide Financial Advisors investment in Burke & Herbert Financial Serv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Burke & Herbert Financial Serv by LifeGuide Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $542k 7.5k 71.86

More positions owned by LifeGuide Financial Advisors

Dimensional Etf Trust Global Real Est (DFGR)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard World Esg Intl Stk Etf (VSGX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Praxis Fds Impa La Valu Etf (PRXV)
Praxis Fds Impa La Grow Etf (PRXG)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)

View all positions for LifeGuide Financial Advisors

Top funds holding Burke & Herbert Financial Serv

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Dimensional Fund Advisors
American Century Companies
Endeavour Capital Advisors
Hutchinson Capital Management
Fourthstone
Burke & Herbert Bank & Trust
Evermay Wealth Management
Goldman Sachs Group
Vanguard Portfolio Management
Northern Trust
Charles Schwab Investment Management

View all funds holding Burke & Herbert Financial Serv