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Burke & Herbert Financial Serv shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings investment in Burke & Herbert Financial Serv

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

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Quarterly reported holdings in Burke & Herbert Financial Serv by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $412k 6.7k 61.69
2025-06-30 $396k 6.6k 59.73

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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