BFS
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Burkett Financial Services’s Factset FDS Stock Holding History

Burkett Financial Services’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.66K Hold
6
– – ﹤0.01% 354
2026
Q2 		$1.41K Hold
6
– – ﹤0.01% 246
2026
Q1 		$1.32K Hold
6
– – ﹤0.01% 228
2025
Q4 		$1.76K Hold
6
– – ﹤0.01% 210
2025
Q3 		$1.73K Hold
6
– – ﹤0.01% 201
2025
Q2 		$2.7K Hold
6
– – ﹤0.01% 191
2025
Q1 		$2.73K Hold
6
– – ﹤0.01% 212
2024
Q4 		$2.88K Hold
6
– – ﹤0.01% 182
2024
Q3 		$2.76K Buy
+6
New +$2.55K ﹤0.01% 179

Other funds holding FDS

DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 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
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

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

Burkett Financial Services held its Factset (FDS) position steady in Q3 2026 at 6 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Burkett Financial Services first reported a position in FDS in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.88K in Q4 2024. 29 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

  • Burkett Financial Services held 6 shares of Factset worth $1.66K as of Q3 2026.
  • Burkett Financial Services left its Factset share count unchanged in Q3 2026.
  • Factset made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #354 holding.
  • Burkett Financial Services first reported a position in Factset in Q3 2024 and has held it in 9 quarters since.
  • Burkett Financial Services's Factset position peaked at $2.88K in Q4 2024.
  • 29 funds tracked by Wall St. Rank held Factset as of Q3 2026.

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