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Burke & Herbert Financial Serv shares owned by Quest Partners

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

Historical chart of Quest Partners investment in Burke & Herbert Financial Serv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Burke & Herbert Financial Serv by Quest Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $222k 3.6k 61.69
2025-06-30 $411k 6.9k 59.73
2025-03-31 $258k 4.6k 56.11
2024-12-31 $180k 2.9k 62.36
2024-09-30 $478k 7.8k 60.99

More positions owned by Quest Partners

Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Series Trust Portfli Intrmdit (SPTI)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
PNC Financial Services (PNC)
Citizens Financial (CFG)
Hancock Holding Company (HWC)
Associated Banc- (ASB)
Johnson & Johnson (JNJ)
Fulton Financial (FULT)
Verizon Communications (VZ)
Prosperity Bancshares (PB)
Regions Financial Corporation (RF)
Ameris Ban (ABCB)

View all positions for Quest Partners

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