Jones Financial Companies, L.L »

Burke & Herbert Financial Serv shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Burke & Herbert Financial Serv (BHRB) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Burke & Herbert Financial Serv

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All positions including Burke & Herbert Financial Serv held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Burke & Herbert Financial Serv by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2025-12-31 $747 12 62.33
2025-09-30 $752 12 62.67
2025-06-30 $1.5k 25 59.68
2025-03-31 $728 13 56.00

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr ETFs (VUG)
Ishares Core Us Aggregate Bond ETFs (AGG)
Ishares Core S&p 500 Etf ETFs (IVV)
Vanguard Index Tr ETFs (VTV)
Vanguard S&p 500 Etf ETFs (VOO)
Ishares Trust Core Msci Eafe ETFs (IEFA)
Ishares Russell Midcap ETFs (IWR)
Vanguard Mid Cap Etf ETFs (VO)
Vanguard Index Trust ETFs (VV)
Spdr Ser Tr ETFs (SPYM)
Ishares Russell 1000 ETFs (IWB)
Ishares Core Universal Usd Bd ETFs (IUSB)
Vanguard Ftse Developed ETFs (VEA)
Ishares Broad Usd High Yield ETFs (USHY)
American Centy Etf Tr ETFs (AVDV)

View all positions for Jones Financial Companies, L.L

Top funds holding Burke & Herbert Financial Serv

BlackRock
Vanguard Group
Geode Capital Management
State Street Corporation
Dimensional Fund Advisors
American Century Companies
Hutchinson Capital Management
Burke & Herbert Bank & Trust
Goldman Sachs Group
Endeavour Capital Advisors
Northern Trust
Charles Schwab Investment Management
Hotchkis and Wiley Capital Management
Bank of New York Mellon
Fourthstone

View all funds holding Burke & Herbert Financial Serv