Back to BHRB
Fortitude Family Office, LLC → BHRB
Fortitude Family Office, LLC BHRB Position History
Burke & Herbert Financial Services Corp. • Banking
Quarters held
5
Latest value
$61K
Q3 2026
Peak value
$64K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $58K |
| Q4 2025 | $55K |
| Q1 2026 | $55K |
| Q2 2026 | $64K |
| Q3 2026 | $61K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $61K | 885 | — | — |
| Q2 2026 | $64K | 885 | — | — |
| Q1 2026 | $55K | 883 | — | — |
| Q4 2025 | $55K | 883 | — | — |
| Q3 2025 | $58K | 935 | — | — |
Other funds holding BHRB
$40.1M
$40.1M
$25.2M
$24.6M
$18.6M
$11.1M
$10.9M
Other Fortitude Family Office, LLC positions
ETHA
$50.9MISHARES CORE S&P 500 ETF
ETHA
$46.4MISHARES CORE S&P 500 ETF
VGES
$37.3MVANGUARD 0-3 MONTH TREASURY BILL ETF
ETHA
$36.4MISHARES CORE S&P 500 ETF
ETHA
$34.7MISHARES CORE S&P 500 ETF
ETHA
$33MISHARES CORE S&P 500 ETF
ETHA
$30.4MISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
VGES
$29.8MVANGUARD 0-3 MONTH TREASURY BILL ETF