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Burke & Herbert Financial Serv shares owned by True Link Financial Advisors

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

Historical chart of True Link Financial 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 True Link Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Burke & Herbert Financial Serv by True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $12k 185 62.29

More positions owned by True Link Financial Advisors

Vanguard Intermediate-term Bond Etf Etf (BIV)
Vanguard Short-term Bond Etf Etf (BSV)
Ishares Core S&p 500 Etf Etf (IVV)
Dimensional Core Fixed Income Etf Etf (DFCF)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Dimensional International Value Etf Etf (DFIV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core International Aggregate Bond Etf Etf (IAGG)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Core Msci Europe Etf Etf (IEUR)
Ishares Russell 1000 Growth Etf Etf (IWF)

View all positions for True Link Financial Advisors

Top funds holding Burke & Herbert Financial Serv

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

View all funds holding Burke & Herbert Financial Serv