Fortitude Family Office, LLC
Family OfficePosition in BHRB — Burke & Herbert Financial Services Corp.
CIK 1950506
SCOTTSDALE, AZ
Position in BHRB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$63,596
+$8,594 QoQ
Shares Held
885
+0.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#10
of 18 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BHRB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Fortitude Family Office, LLC holds $1,118,782 across 153 Banks - Regional names. BHRB ranks #2 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
2,912 | $175,884 | |
| 2 | BHRB |
Burke & Herbert Financial Services Corp.
This page
|
885 | $63,596 | |
| 3 | TFC |
Truist Financial Corp
|
1,272 | $63,371 | |
| 4 | BPOP |
Popular, Inc.
|
282 | $46,298 | |
| 5 | FITB |
Fifth Third Bancorp
|
723 | $40,755 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
164 | $40,380 | |
| 7 | MTB |
M&T Bank Corp
|
113 | $26,895 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
347 | $24,008 |
All Filings in BHRB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,596 | 885 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $55,002 | 883 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $55,019 | 883 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $57,680 | 935 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $55,847 | 935 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $52,518 | 936 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $58,368 | 936 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $57,086 | 936 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $47,717 | 936 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,969 | 53 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $3,333 | 53 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||