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Burkett Financial Services’s Cerus CERS Stock Holding History

Burkett Financial Services’s Portfolio CERS Stock Details CERS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.82K Hold
2,445
– – ﹤0.01% 321
2026
Q2 		$7.14K Hold
2,445
– – ﹤0.01% 196
2026
Q1 		$4.45K Hold
2,445
– – ﹤0.01% 192
2025
Q4 		$5.04K Hold
2,445
– – ﹤0.01% 179
2025
Q3 		$3.89K Hold
2,445
– – ﹤0.01% 179
2025
Q2 		$3.45K Hold
2,445
– – ﹤0.01% 179
2025
Q1 		$3.4K Hold
2,445
– – ﹤0.01% 203
2024
Q4 		$3.77K Hold
2,445
– – ﹤0.01% 170
2024
Q3 		$4.25K Hold
2,445
– – ﹤0.01% 159
2024
Q2 		$4.3K Hold
2,445
– – ﹤0.01% 158
2024
Q1 		$4.62K Hold
2,445
– – ﹤0.01% 157
2023
Q4 		$5.28K Buy
+2,445
New +$4.03K ﹤0.01% 154

Other funds holding CERS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Burkett Financial Services held its Cerus (CERS) position steady in Q3 2026 at 2,445 shares worth $5.82K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Burkett Financial Services first reported a position in CERS in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.14K in Q2 2026. 7 funds tracked by Wall St. Rank hold CERS as of Q3 2026.

  • Burkett Financial Services held 2,445 shares of Cerus worth $5.82K as of Q3 2026.
  • Burkett Financial Services left its Cerus share count unchanged in Q3 2026.
  • Cerus made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #321 holding.
  • Burkett Financial Services first reported a position in Cerus in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Cerus position peaked at $7.14K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Cerus as of Q3 2026.

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