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Burkett Financial Services’s Ross Stores ROST Stock Holding History

Burkett Financial Services’s Portfolio ROST Stock Details ROST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$55.8K Buy
239
+222
+1,306% +$52.1K 0.02% 138
2026
Q2 		$3.63K Buy
+17
New +$3.83K ﹤0.01% 217

Other funds holding ROST

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Burkett Financial Services increased its Ross Stores (ROST) stake by 1,306% in Q3 2026, buying an estimated $52.1K and bringing the position to 239 shares worth $55.8K. The position accounts for 0.02% of the portfolio, ranked #138.

Burkett Financial Services first reported a position in ROST in Q2 2026 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold ROST as of Q3 2026.

  • Burkett Financial Services held 239 shares of Ross Stores worth $55.8K as of Q3 2026.
  • Burkett Financial Services bought 222 Ross Stores shares in Q3 2026, an estimated $52.1K.
  • Ross Stores made up 0.02% of Burkett Financial Services's portfolio in Q3 2026, its #138 holding.
  • Burkett Financial Services first reported a position in Ross Stores in Q2 2026 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held Ross Stores as of Q3 2026.

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