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Burke & Herbert Financial Serv shares owned by UBS Group

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

Historical chart of UBS Group investment in Burke & Herbert Financial Serv

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All positions including Burke & Herbert Financial Serv held by UBS Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Burke & Herbert Financial Serv by UBS Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 40k 61.70
2025-06-30 $1.8M 29k 59.73
2025-03-31 $713k 13k 56.11
2024-12-31 $751k 12k 62.36
2024-09-30 $443k 7.3k 60.99
2024-06-30 $626k 12k 50.98
2024-03-31 $368k 6.6k 56.03
2023-12-31 $444k 7.1k 62.90
2023-09-30 $164k 3.5k 46.46
2023-06-30 $246k 3.8k 64.20