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Burke & Herbert Financial Serv shares owned by Morgan Stanley

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

Historical chart of Morgan Stanley investment in Burke & Herbert Financial Serv

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

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Quarterly reported holdings in Burke & Herbert Financial Serv by Morgan Stanley

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.4M 103k 62.31
2025-12-31 $6.1M 97k 62.31
2025-09-30 $3.8M 62k 61.69
2025-06-30 $3.0M 50k 59.73
2024-12-31 $4.4M 70k 62.36
2024-09-30 $3.2M 53k 61.00
2024-06-30 $791k 16k 50.98
2024-03-31 $521k 9.3k 56.00
2023-12-31 $790k 13k 62.90
2023-09-30 $269k 5.8k 46.46
2023-06-30 $282k 4.4k 64.20