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Burkett Financial Services’s Trump Media & Technology Group DJT Stock Holding History

Burkett Financial Services’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$766 Hold
99
– – ﹤0.01% 255
2026
Q1 		$918 Hold
99
– – ﹤0.01% 233
2025
Q4 		$1.31K Hold
99
– – ﹤0.01% 214
2025
Q3 		$1.63K Hold
99
– – ﹤0.01% 202
2025
Q2 		$1.79K Hold
99
– – ﹤0.01% 203
2025
Q1 		$1.93K Hold
99
– – ﹤0.01% 227
2024
Q4 		$3.38K Hold
99
– – ﹤0.01% 173
2024
Q3 		$1.59K Hold
99
– – ﹤0.01% 192
2024
Q2 		$3.24K Buy
+99
New +$4.16K ﹤0.01% 165

Other funds holding DJT

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TWM
Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

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

Burkett Financial Services held its Trump Media & Technology Group (DJT) position steady in Q2 2026 at 99 shares worth $766. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Burkett Financial Services first reported a position in DJT in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.38K in Q4 2024. 99 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

  • Burkett Financial Services held 99 shares of Trump Media & Technology Group worth $766 as of Q2 2026.
  • Burkett Financial Services left its Trump Media & Technology Group share count unchanged in Q2 2026.
  • Trump Media & Technology Group made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #255 holding.
  • Burkett Financial Services first reported a position in Trump Media & Technology Group in Q2 2024 and has held it in 9 quarters since.
  • Burkett Financial Services's Trump Media & Technology Group position peaked at $3.38K in Q4 2024.
  • 99 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2026.

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