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Burke & Herbert Financial Serv shares owned by Mot

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

Historical chart of Mot investment in Burke & Herbert Financial Serv

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

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Quarterly reported holdings in Burke & Herbert Financial Serv by Mot

Quarter filed Position value Share count Share price at filing
2024-03-31 $33k 585 56.03
2023-12-31 $37k 585 62.90
2023-09-30 $27k 585 46.47
2023-06-30 $38k 585 64.20
2023-03-31 $53k 720 73.50
2022-12-31 $51k 720 70.70

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Dodge & Cox Fds Intl Stk Fd mutual funds
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Hartford Mut Fds Inc Intl Valu mutual fund (HILYX)
Jpmorgan Global Bond Opptys Select Cl mutual fund (GBOSX)
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Federated Total Return Bd Fd 328 (FTRBX)
JPMorgan Chase & Co. (JPM)
Lazard Global Listed Infrastructure Portfolio (GLIFX)

View all positions for Mot

Top funds holding Burke & Herbert Financial Serv

Vanguard Group
Hutchinson Capital Management
Burke & Herbert Bank & Trust
Bank of New York Mellon
Moors & Cabot
Charles Schwab Investment Management
Wells Fargo & Company
Mariner Wealth Advisors
Franklin Resources
Sandy Spring Bank
Bank of America Corporation
Barclays
Rhumbline Advisers
Goldman Sachs Group
Baird Financial

View all funds holding Burke & Herbert Financial Serv