Summit Trail Advisors »

Burke & Herbert Financial Serv shares owned by Summit Trail Advisors

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

Historical chart of Summit Trail 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 Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Burke & Herbert Financial Serv by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $594k 8.3k 71.86

More positions owned by Summit Trail Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Broadcom (AVGO)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl C (GOOG)
Ollies Bargain Outlt Hldgs I (OLLI)
Amphenol Corp Cl A (APH)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dlocal Class A Com (DLO)
Amazon (AMZN)

View all positions for Summit Trail Advisors

Top funds holding Burke & Herbert Financial Serv

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

View all funds holding Burke & Herbert Financial Serv