Pinnacle Holdings, LLC
Position in BHRB — Burke & Herbert Financial Services Corp.
CIK 1411784
TULSA, OK
Position in BHRB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,692,983
-$4,354 QoQ
Shares Held
43,233
-0.1% QoQ
Ownership
0.215%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BHRB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Pinnacle Holdings, LLC holds $43,401,396 across 45 Banks - Regional names. BHRB ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCHB |
Mechanics Bancorp
|
253,114 | $3,733,431 | |
| 2 | SBFG |
Sb Financial Group, Inc.
|
156,910 | $3,295,110 | |
| 3 | BHRB |
Burke & Herbert Financial Services Corp.
This page
|
43,233 | $2,692,983 | |
| 4 | FUNC |
First United Corp/Md/
|
58,976 | $2,160,880 | |
| 5 | CZWI |
Citizens Community Bancorp Inc.
|
91,347 | $1,808,670 | |
| 6 | HWBK |
Hawthorn Bancshares, Inc.
|
46,131 | $1,554,153 | |
| 7 | RNST |
Renasant Corp
|
42,976 | $1,552,722 | |
| 8 | CCNE |
Cnb Financial Corp/Pa
|
50,124 | $1,451,591 |
All Filings in BHRB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,692,983 | 43,233 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,697,337 | 43,289 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,670,498 | 43,289 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,589,235 | 43,349 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,432,256 | 43,348 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,699,689 | 43,292 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,645,990 | 43,384 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,206,312 | 43,278 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||