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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
Q3 		$896 Hold
99
– – ﹤0.01% 365
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

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

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

Burkett Financial Services held its Trump Media & Technology Group (DJT) position steady in Q3 2026 at 99 shares worth $896. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Burkett Financial Services first reported a position in DJT in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.38K in Q4 2024. 7 funds tracked by Wall St. Rank hold DJT as of Q3 2026.

  • Burkett Financial Services held 99 shares of Trump Media & Technology Group worth $896 as of Q3 2026.
  • Burkett Financial Services left its Trump Media & Technology Group share count unchanged in Q3 2026.
  • Trump Media & Technology Group made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #365 holding.
  • Burkett Financial Services first reported a position in Trump Media & Technology Group in Q2 2024 and has held it in 10 quarters since.
  • Burkett Financial Services's Trump Media & Technology Group position peaked at $3.38K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q3 2026.

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