Burkett Financial Services’s Liberty Media Series C FWONK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.04K	Buy	+95	New	+$8.49K	﹤0.01%	185

Other funds holding FWONK

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

BSA

Braun Stacey Associates New York $3.53B AUM 63.32% 1-Year Est. Return

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

Burkett Financial Services opened a new position in Liberty Media Series C (FWONK) in Q2 2026: 95 shares worth $9.04K. The stake represents ﹤0.01% of the portfolio and ranks #185 among its holdings.

235 funds tracked by Wall St. Rank hold FWONK as of Q2 2026.

Burkett Financial Services held 95 shares of Liberty Media Series C worth $9.04K as of Q2 2026.
Liberty Media Series C was a new Burkett Financial Services position in Q2 2026.
Liberty Media Series C made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #185 holding.
235 funds tracked by Wall St. Rank held Liberty Media Series C as of Q2 2026.

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