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Burke & Herbert Financial Serv shares owned by Modera Wealth Management

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

Historical chart of Modera Wealth 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 Modera Wealth 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 Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $444k 7.2k 61.69
2025-06-30 $370k 6.2k 59.73
2025-03-31 $348k 6.2k 56.11
2024-12-31 $392k 6.3k 62.36
2024-09-30 $383k 6.3k 60.99

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View all positions for Modera Wealth 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