BURKE & HERBERT BANK & TRUST CO
All 13F Filings
- Location
- Alexandria, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 403,412
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 247 | 403,412 | 13F-HR | BURKE & HERBERT BANK & TRUST CO |
| Q1 2026 | 5/8/2026 | 235 | 361,895 | 13F-HR | BURKE & HERBERT BANK & TRUST CO |
| Q4 2025 | 2/12/2026 | 231 | 362,052 | 13F-HR | BURKE & HERBERT BANK & TRUST CO |
| Q3 2025 | 11/7/2025 | 239 | 465,338 | 13F-HR | BURKE & HERBERT BANK & TRUST CO |
| Q2 2025 | 7/31/2025 | 241 | 446,339 | 13F-HR | BURKE & HERBERT BANK & TRUST CO |
| Q2 2014 | 7/8/2014 | 108 | 109,100 | 13F-HR | BURKE & HERBERT BANK & TRUST CO |
| Q1 2014 | 4/8/2014 | 105 | 101,698 | 13F-HR | BURKE & HERBERT BANK & TRUST CO |
| Q4 2013 | 1/8/2014 | 104 | 100,474 | 13F-HR | BURKE & HERBERT BANK & TRUST CO |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 250.5 K | 62.1% | 12.99 K | 0 | 12.99 K |
| ETFs | 152.9 K | 37.9% | 28.53 K | 0 | 28.53 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
403,412
Holdings
247
QoQ value change ($000)
41,517
(11.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.