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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

Tip: Access up to 7 years of quarterly data

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

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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
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

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding Burke & Herbert Financial Serv

BlackRock
Vanguard Group
Hutchinson Capital Management
Burke & Herbert Bank & Trust
Bank of New York Mellon
Moors & Cabot
Charles Schwab Investment Management
Wells Fargo & Company
Mariner Wealth Advisors
Franklin Resources
Sandy Spring Bank
Bank of America Corporation
Barclays
Rhumbline Advisers
Goldman Sachs Group

View all funds holding Burke & Herbert Financial Serv