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MORGAN STANLEY

Position in BHRB — Burke & Herbert Financial Services Corp.

CIK 895421 NEW YORK, NY

Position in BHRB

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$6,407,144
+$340,523 QoQ
Shares Held
102,860
+5.6% QoQ
Ownership
0.510%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority Sole 97% Shared 0% None 3%

Common Shares in BHRB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Mar 31, 2026

MORGAN STANLEY holds $18,675,889,556 across 312 Banks - Regional names. BHRB ranks #142 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in BHRB

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12 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $6,407,144 102,860
2025-12-31 $6,066,621 97,362
2025-09-30 $3,796,584 61,543
2025-06-30 $2,980,583 49,901
2025-03-31 $3,058,497 54,509
2024-12-31 $4,379,851 70,235
2024-09-30 $3,211,240 52,652
2024-06-30 $790,493 15,506
2024-03-31 $521,637 9,310
2023-12-31 $790,023 12,560
2023-09-30 $268,641 5,781
2023-06-30 $282,030 4,393