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Burke & Herbert Financial Serv shares owned by Wiley Bros.-aintree Capital

Quarter-by-quarter ownership of Burke & Herbert Financial Serv (BHRB) shares owned by Wiley Bros.-aintree Capital from 13F filings

Historical chart of Wiley Bros.-aintree Capital investment in Burke & Herbert Financial Serv

Tip: Access up to 7 years of quarterly data

All positions including Burke & Herbert Financial Serv held by Wiley Bros.-aintree Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Burke & Herbert Financial Serv by Wiley Bros.-aintree Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $499k 8.0k 62.31

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Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
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Alphabet Cap Stk Cl A (GOOGL)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Eli Lilly & Co. (LLY)

View all positions for Wiley Bros.-aintree Capital

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