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Burkett Financial Services’s Lennox International LII Stock Holding History

Burkett Financial Services’s Portfolio LII Stock Details LII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$25.9K Buy
+73
New +$32.1K 0.01% 221

Other funds holding LII

HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

Burkett Financial Services opened a new position in Lennox International (LII) in Q3 2026: 73 shares worth $25.9K. The stake represents 0.01% of the portfolio and ranks #221 among its holdings.

17 funds tracked by Wall St. Rank hold LII as of Q3 2026.

  • Burkett Financial Services held 73 shares of Lennox International worth $25.9K as of Q3 2026.
  • Lennox International was a new Burkett Financial Services position in Q3 2026.
  • Lennox International made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #221 holding.
  • 17 funds tracked by Wall St. Rank held Lennox International as of Q3 2026.

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