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Burke & Herbert Financial Serv shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors investment in Burke & Herbert Financial Serv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Burke & Herbert Financial Serv by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $97k 1.6k 61.69
2025-03-31 $786 14 56.14
2024-12-31 $11k 180 62.36
2024-09-30 $11k 183 60.99
2024-06-30 $9.3k 183 50.98

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View all positions for SRS Capital Advisors

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