Burke & Herbert Financial Serv shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Burke & Herbert Financial Serv (BHRB) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Burke & Herbert Financial Serv
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Quarterly reported holdings in Burke & Herbert Financial Serv by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $70k | 1.1k | 62.31 |
| 2025-09-30 | $70k | 1.1k | 61.69 |
| 2025-06-30 | $82k | 1.4k | 59.73 |
| 2025-03-31 | $77k | 1.4k | 56.11 |
| 2024-12-31 | $86k | 1.4k | 62.36 |
| 2024-09-30 | $84k | 1.4k | 60.99 |
| 2024-06-30 | $61k | 1.2k | 50.98 |
| 2024-03-31 | $30k | 531 | 56.03 |
| 2023-12-31 | $33k | 531 | 62.90 |
| 2023-09-30 | $25k | 531 | 46.47 |
| 2023-06-30 | $34k | 531 | 64.20 |
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