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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
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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

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

Burkett Financial Services held its Cerus (CERS) position steady in Q2 2026 at 2,445 shares worth $7.14K. The position accounts for ﹤0.01% of the portfolio, ranked #196.

Burkett Financial Services first reported a position in CERS in Q4 2023 and has held it in 11 quarters since. 21 funds tracked by Wall St. Rank hold CERS as of Q2 2026.

  • Burkett Financial Services held 2,445 shares of Cerus worth $7.14K as of Q2 2026.
  • Burkett Financial Services left its Cerus share count unchanged in Q2 2026.
  • Cerus made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #196 holding.
  • Burkett Financial Services first reported a position in Cerus in Q4 2023 and has held it in 11 quarters since.
  • 21 funds tracked by Wall St. Rank held Cerus as of Q2 2026.

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