Burkett Financial Services’s Live Nation Entertainment LYV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$60.3K	Buy	356 +212	+147%	+$37.8K	0.02%	127
2026 Q2	$26.4K	Buy	+144	New	+$23.7K	0.01%	132

Other funds holding LYV

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 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

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

Planning Strategies Lancaster, Pennsylvania $169M AUM

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

Burkett Financial Services increased its Live Nation Entertainment (LYV) stake by 147% in Q3 2026, buying an estimated $37.8K and bringing the position to 356 shares worth $60.3K. The position accounts for 0.02% of the portfolio, ranked #127.

Burkett Financial Services first reported a position in LYV in Q2 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold LYV as of Q3 2026.

Burkett Financial Services held 356 shares of Live Nation Entertainment worth $60.3K as of Q3 2026.
Burkett Financial Services bought 212 Live Nation Entertainment shares in Q3 2026, an estimated $37.8K.
Live Nation Entertainment made up 0.02% of Burkett Financial Services's portfolio in Q3 2026, its #127 holding.
Burkett Financial Services first reported a position in Live Nation Entertainment in Q2 2026 and has held it in 2 quarters since.
8 funds tracked by Wall St. Rank held Live Nation Entertainment as of Q3 2026.

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