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Burke & Herbert Financial Serv shares owned by Pinnacle Wealth Planning Services

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

Historical chart of Pinnacle Wealth Planning Services investment in Burke & Herbert Financial Serv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Burke & Herbert Financial Serv by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1k 17 62.29

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Top funds holding Burke & Herbert Financial Serv

BlackRock
Vanguard Group
Geode Capital Management
State Street Corporation
Dimensional Fund Advisors
American Century Companies
Hutchinson Capital Management
Burke & Herbert Bank & Trust
Goldman Sachs Group
Endeavour Capital Advisors
Northern Trust
Charles Schwab Investment Management
Hotchkis and Wiley Capital Management
Bank of New York Mellon
Fourthstone

View all funds holding Burke & Herbert Financial Serv