Burkett Financial Services’s Allegro MicroSystems ALGM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12.1K	Buy	+334	New	+$14K	﹤0.01%	282

Other funds holding ALGM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Burkett Financial Services's ALGM Position: Q3 2026 in Review

Burkett Financial Services opened a new position in Allegro MicroSystems (ALGM) in Q3 2026: 334 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #282 among its holdings.

14 funds tracked by Wall St. Rank hold ALGM as of Q3 2026.

Burkett Financial Services held 334 shares of Allegro MicroSystems worth $12.1K as of Q3 2026.
Allegro MicroSystems was a new Burkett Financial Services position in Q3 2026.
Allegro MicroSystems made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #282 holding.
14 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.