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Burke & Herbert Financial Serv shares owned by Root Financial Partners

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

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

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All positions including Burke & Herbert Financial Serv held by Root Financial 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 Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2k 19 62.32

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View all positions for Root Financial Partners

Top funds holding Burke & Herbert Financial Serv

BlackRock
Vanguard Group
Vanguard Capital Management
Geode Capital Management
Dimensional Fund Advisors
State Street Corporation
Endeavour Capital Advisors
American Century Companies
Hutchinson Capital Management
Fourthstone
Burke & Herbert Bank & Trust
Evermay Wealth Management
Goldman Sachs Group
Vanguard Portfolio Management
Northern Trust

View all funds holding Burke & Herbert Financial Serv