MAI Wealth Advisors »

Burke & Herbert Financial Serv shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth 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 MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Burke & Herbert Financial Serv by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $499 8 62.38

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Call Call Option (Principal) (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Call Call Option (Principal) (GOOGL)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Burke & Herbert Financial Serv

BlackRock
Vanguard Group
Geode Capital Management
State Street Corporation
Dimensional Fund Advisors
American Century Companies
Hutchinson Capital Management
Burke & Herbert Bank & Trust
Goldman Sachs Group
Endeavour Capital Advisors
Northern Trust
Charles Schwab Investment Management
Hotchkis and Wiley Capital Management
Bank of New York Mellon
Fourthstone

View all funds holding Burke & Herbert Financial Serv