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Burkett Financial Services’s Fortune Brands Innovations FBIN Stock Holding History

Burkett Financial Services’s Portfolio FBIN Stock Details FBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4
Closed -$253 – 230
2025
Q1 		$253 Hold
4
– – ﹤0.01% 247
2024
Q4 		$283 Hold
4
– – ﹤0.01% 210
2024
Q3 		$369 Sell
4
-200
-98% -$15.3K ﹤0.01% 205
2024
Q2 		$13.3K Buy
204
+1
+0.5% +$72 0.01% 128
2024
Q1 		$17.2K Hold
203
– – 0.01% 123
2023
Q4 		$15.4K Buy
+203
New +$13.4K 0.01% 124

Other funds holding FBIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Burkett Financial Services's FBIN Position: Q2 2025 in Review

Burkett Financial Services sold out of Fortune Brands Innovations (FBIN) in Q2 2025, closing a stake of 4 shares — an estimated $253 sold.

Burkett Financial Services first reported a position in FBIN in Q4 2023 and held it in 6 quarters. The position peaked at $17.2K in Q1 2024. 549 funds tracked by Wall St. Rank hold FBIN as of Q2 2025.

  • Burkett Financial Services reported no remaining Fortune Brands Innovations position as of Q2 2025 after selling out during the quarter.
  • Burkett Financial Services sold 4 Fortune Brands Innovations shares in Q2 2025, an estimated $253.
  • Burkett Financial Services first reported a position in Fortune Brands Innovations in Q4 2023 and held it in 6 quarters.
  • Burkett Financial Services's Fortune Brands Innovations position peaked at $17.2K in Q1 2024.
  • 549 funds tracked by Wall St. Rank held Fortune Brands Innovations as of Q2 2025.

Based on Burkett Financial Services's 13F filing for Q2 2025, filed 1 Jul 2025.