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Burke & Herbert Financial Serv shares owned by Captrust Financial Advisors

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

Historical chart of Captrust 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 Captrust 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $483k 6.7k 71.86
2023-12-31 $417k 6.6k 62.90

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Top funds holding Burke & Herbert Financial Serv

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

View all funds holding Burke & Herbert Financial Serv