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Burkett Financial Services’s Netflix NFLX Stock Holding History

Burkett Financial Services’s Portfolio NFLX Stock Details NFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$215K Hold
3,090
– – 0.06% 56
2026
Q2 		$221K Hold
3,090
– – 0.07% 48
2026
Q1 		$297K Hold
3,090
– – 0.1% 43
2025
Q4 		$290K Sell
3,090
-40
-1% -$4.31K 0.1% 42
2025
Q3 		$375K Hold
3,130
– – 0.13% 42
2025
Q2 		$419K Sell
3,130
-90
-3% -$10.2K 0.15% 38
2025
Q1 		$300K Hold
3,220
– – 0.12% 39
2024
Q4 		$287K Sell
3,220
-70
-2% -$5.76K 0.12% 41
2024
Q3 		$233K Hold
3,290
– – 0.1% 42
2024
Q2 		$222K Sell
3,290
-10
-0.3% -$625 0.11% 40
2024
Q1 		$200K Hold
3,300
– – 0.1% 45
2023
Q4 		$161K Buy
+3,300
New +$144K 0.09% 49

Other funds holding NFLX

CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

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

Burkett Financial Services held its Netflix (NFLX) position steady in Q3 2026 at 3,090 shares worth $215K. The position accounts for 0.06% of the portfolio, ranked #56.

Burkett Financial Services first reported a position in NFLX in Q4 2023 and has held it in 12 quarters since. The position peaked at $419K in Q2 2025. 18 funds tracked by Wall St. Rank hold NFLX as of Q3 2026.

  • Burkett Financial Services held 3,090 shares of Netflix worth $215K as of Q3 2026.
  • Burkett Financial Services left its Netflix share count unchanged in Q3 2026.
  • Netflix made up 0.06% of Burkett Financial Services's portfolio in Q3 2026, its #56 holding.
  • Burkett Financial Services first reported a position in Netflix in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Netflix position peaked at $419K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Netflix as of Q3 2026.

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