BURKE & HERBERT BANK & TRUST CO

Bank

Position in GS — Goldman Sachs Group Inc

CIK 1101250 ALEXANDRIA, VA

Position in GS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,521,345

+$403,833 QoQ

Shares Held

2,493

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#1,224

of 3,124 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BURKE & HERBERT BANK & TRUST CO holds $4,443,345 across 3 Capital Markets names. GS ranks #1 (56.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	2,493	$2,521,345
2	MS	Morgan Stanley	6,855	$1,432,969
3	SCHW	Schwab Charles Corp	5,300	$489,031

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,521,345	2,493	-0.4%	Shares	Sole	2026-08-07
2026-03-31	$2,117,512	2,503	+13.4%	Shares	Sole	2026-05-08
2025-12-31	$1,939,953	2,207	+1.9%	Shares	Sole	2026-02-12
2025-09-30	$1,724,894	2,166	+4.8%	Shares	Sole	2025-11-07
2025-06-30	$1,462,919	2,067	0.0%	Shares	Sole	2025-07-31
2025-03-31	$1,129,181	2,067	-4.7%	Shares	Sole	2025-04-29
2024-12-31	$1,242,585	2,170	0.0%	Shares	Sole	2025-01-31
2024-09-30	$1,074,388	2,170	0.0%	Shares	Sole	2024-10-23
2024-06-30	$981,534	2,170	0.0%	Shares	Sole	2024-07-16
2024-03-31	$906,387	2,170	-3.7%	Shares	Sole	2024-04-15
2023-12-31	$869,525	2,254	+3.0%	Shares	Sole	2024-01-10
2023-09-30	$707,971	2,188	-18.0%	Shares	Sole	2023-10-16
2023-06-30	$860,859	2,669	-6.2%	Shares	Sole	2023-07-12
2023-03-31	$930,300	2,844	0.0%	Shares	Sole	2023-04-13
2022-12-31	$976,572	2,844	0.0%	Shares	Sole	2023-01-11
2022-09-30	$833,434	2,844	-3.4%	Shares	Sole	2022-11-14
2022-06-30	$874,426	2,944	-3.9%	Shares	Sole	2022-07-08
2022-03-31	$1,011,756	3,065	-4.8%	Shares	Sole	2022-04-20
2021-12-31	$1,231,045	3,218	0.0%	Shares	Sole	2022-01-13
2021-09-30	$1,216,499	3,218	0.0%	Shares	Sole	2021-10-08
2021-06-30	$1,221,327	3,218	0.0%	Shares	Sole	2021-07-14
2021-03-31	$1,052,286	3,218	-0.0%	Shares	Sole	2021-04-12
2020-12-31	$848,881	3,219	0.0%	Shares	Sole	2021-01-11
2020-09-30	$646,922	3,219	-0.1%	Shares	Sole	2020-10-06
2020-06-30	$636,533	3,221	0.0%	Shares	Sole	2020-07-15
2020-03-31	$497,933	3,221	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.