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Burke & Herbert Financial Serv shares owned by Stonebridge Financial Group

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

Historical chart of Stonebridge Financial Group investment in Burke & Herbert Financial Serv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Burke & Herbert Financial Serv by Stonebridge Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $203k 2.8k 71.86

More positions owned by Stonebridge Financial Group

Ishares Tr Core Div Grwth (DGRO)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)
Pimco Etf Tr Multisector Bd (PYLD)
Apple (AAPL)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Select Sector Spdr Tr St Str Indl Etf (XLI)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Select Sector Spdr Tr St Str Finl Etf (XLF)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Spdr Series Trust ST STR P500GRW (SPYG)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Stonebridge Financial Group

Top funds holding Burke & Herbert Financial Serv

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

View all funds holding Burke & Herbert Financial Serv