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Burkett Financial Services’s Procore PCOR Stock Holding History

Burkett Financial Services’s Portfolio PCOR Stock Details PCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.1K Buy
+215
New +$11.3K ﹤0.01% 290

Other funds holding PCOR

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

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

Burkett Financial Services opened a new position in Procore (PCOR) in Q3 2026: 215 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #290 among its holdings.

12 funds tracked by Wall St. Rank hold PCOR as of Q3 2026.

  • Burkett Financial Services held 215 shares of Procore worth $11.1K as of Q3 2026.
  • Procore was a new Burkett Financial Services position in Q3 2026.
  • Procore made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #290 holding.
  • 12 funds tracked by Wall St. Rank held Procore as of Q3 2026.

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