Burkett Financial Services’s Liberty Media Series A FWONA Stock Holding History

Burkett Financial Services’s Portfolio FWONA Stock Details FWONA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.59K	Buy	+41	New	+$3.37K	﹤0.01%	218

Other funds holding FWONA

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ECM

Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

Burkett Financial Services opened a new position in Liberty Media Series A (FWONA) in Q2 2026: 41 shares worth $3.59K. The stake represents ﹤0.01% of the portfolio and ranks #218 among its holdings.

109 funds tracked by Wall St. Rank hold FWONA as of Q2 2026.

Burkett Financial Services held 41 shares of Liberty Media Series A worth $3.59K as of Q2 2026.
Liberty Media Series A was a new Burkett Financial Services position in Q2 2026.
Liberty Media Series A made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #218 holding.
109 funds tracked by Wall St. Rank held Liberty Media Series A as of Q2 2026.

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