Burkett Financial Services’s Air Lease Corp AL Stock Holding History

Burkett Financial Services’s Portfolio AL Stock Details AL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-778	Closed	-$50.5K	–	265
2026 Q1	$50.5K	Buy	778 +153	+24%	+$9.88K	0.02%	97
2025 Q4	$40.2K	Hold	625	–	–	0.01%	110
2025 Q3	$39.8K	Buy	625 +232	+59%	+$13.9K	0.01%	106
2025 Q2	$23K	Buy	393 +2	+0.5%	+$104	0.01%	122
2025 Q1	$18.9K	Buy	391 +2	+0.5%	+$94	0.01%	138
2024 Q4	$18.8K	Buy	389 +2	+0.5%	+$94	0.01%	124
2024 Q3	$17.5K	Buy	387 +1	+0.3%	+$46	0.01%	118
2024 Q2	$18.3K	Buy	386 +2	+0.5%	+$97	0.01%	116
2024 Q1	$19.8K	Buy	384 +2	+0.5%	+$86	0.01%	120
2023 Q4	$16K	Buy	+382	New	+$14.5K	0.01%	121

Other funds holding AL

Wellington Group Indianapolis, Indiana $325M AUM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CIAS

CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 16.93% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Burkett Financial Services's AL Position: Q2 2026 in Review

Burkett Financial Services sold out of Air Lease Corp (AL) in Q2 2026, closing a stake of 778 shares — an estimated $50.5K sold.

Burkett Financial Services first reported a position in AL in Q4 2023 and held it in 10 quarters. The position peaked at $50.5K in Q1 2026. 4 funds tracked by Wall St. Rank hold AL as of Q2 2026.

Burkett Financial Services reported no remaining Air Lease Corp position as of Q2 2026 after selling out during the quarter.
Burkett Financial Services sold 778 Air Lease Corp shares in Q2 2026, an estimated $50.5K.
Burkett Financial Services first reported a position in Air Lease Corp in Q4 2023 and held it in 10 quarters.
Burkett Financial Services's Air Lease Corp position peaked at $50.5K in Q1 2026.
4 funds tracked by Wall St. Rank held Air Lease Corp as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.