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Burkett Financial Services’s MSCI MSCI Stock Holding History

Burkett Financial Services’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$25.9K Buy
48
+32
+200% +$18.3K 0.01% 222
2026
Q2 		$8.99K Buy
+16
New +$9.34K ﹤0.01% 186

Other funds holding MSCI

WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ECM
Ebert Capital Management Eureka, California $115M AUM 14.35% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

Burkett Financial Services increased its MSCI (MSCI) stake by 200% in Q3 2026, buying an estimated $18.3K and bringing the position to 48 shares worth $25.9K. The position accounts for 0.01% of the portfolio, ranked #222.

Burkett Financial Services first reported a position in MSCI in Q2 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Burkett Financial Services held 48 shares of MSCI worth $25.9K as of Q3 2026.
  • Burkett Financial Services bought 32 MSCI shares in Q3 2026, an estimated $18.3K.
  • MSCI made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #222 holding.
  • Burkett Financial Services first reported a position in MSCI in Q2 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

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