Burke & Herbert Financial Serv shares owned by Sontag Advisory
Quarter-by-quarter ownership of Burke & Herbert Financial Serv (BHRB) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in Burke & Herbert Financial Serv
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Quarterly reported holdings in Burke & Herbert Financial Serv by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $278k | 4.5k | 61.69 |
| 2025-06-30 | $267k | 4.5k | 59.73 |
| 2025-03-31 | $249k | 4.4k | 56.11 |
| 2024-12-31 | $362k | 5.8k | 62.36 |
| 2024-09-30 | $369k | 6.0k | 60.99 |
| 2024-06-30 | $306k | 6.0k | 50.98 |
| 2024-03-31 | $371k | 6.6k | 56.03 |
| 2023-12-31 | $413k | 6.6k | 62.90 |
| 2023-09-30 | $301k | 6.5k | 46.47 |
| 2023-06-30 | $412k | 6.4k | 64.20 |
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