Sunbelt Securities »

Burke & Herbert Financial Serv shares owned by Sunbelt Securities

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

Historical chart of Sunbelt Securities investment in Burke & Herbert Financial Serv

Tip: Access up to 7 years of quarterly data

All positions including Burke & Herbert Financial Serv held by Sunbelt Securities 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 Sunbelt Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $185 3 61.67

More positions owned by Sunbelt Securities

Exxon Mobil Corp Stock (XOM)
Nvidia Corporation Stock (NVDA)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Ishares Gold Trust Etf (IAU)
Broadcom Stock (AVGO)
Ishares S&p 500 Growth Etf Etf (IVW)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Invesco Qqq Trust Series I Etf (QQQ)
Alpha Architect 1-3 Month Box Etf Etf (BOXX)
Ishares Core S&p 500 Etf Etf (IVV)
Amazon Stock (AMZN)
Spdr S&p 500 Etf Trust Etf (SPY)
Palantir Technologies Inc Cl A Stock (PLTR)
Innovator Defined Wealth Shield Etf Etf (BALT)

View all positions for Sunbelt Securities

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