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Burkett Financial Services’s S&P Global SPGI Stock Holding History

Burkett Financial Services’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$36.7K Buy
93
+87
+1,450% +$36.8K 0.01% 186
2026
Q2 		$2.47K Hold
6
– – ﹤0.01% 233
2026
Q1 		$2.58K Hold
6
– – ﹤0.01% 212
2025
Q4 		$3.16K Hold
6
– – ﹤0.01% 197
2025
Q3 		$2.94K Hold
6
– – ﹤0.01% 190
2025
Q2 		$3.18K Hold
6
– – ﹤0.01% 186
2025
Q1 		$3.06K Hold
6
– – ﹤0.01% 206
2024
Q4 		$2.99K Hold
6
– – ﹤0.01% 180
2024
Q3 		$3.1K Buy
+6
New +$2.97K ﹤0.01% 171

Other funds holding SPGI

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

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

Burkett Financial Services increased its S&P Global (SPGI) stake by 1,450% in Q3 2026, buying an estimated $36.8K and bringing the position to 93 shares worth $36.7K. The position accounts for 0.01% of the portfolio, ranked #186.

Burkett Financial Services first reported a position in SPGI in Q3 2024 and has held it in 9 quarters since. 12 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Burkett Financial Services held 93 shares of S&P Global worth $36.7K as of Q3 2026.
  • Burkett Financial Services bought 87 S&P Global shares in Q3 2026, an estimated $36.8K.
  • S&P Global made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #186 holding.
  • Burkett Financial Services first reported a position in S&P Global in Q3 2024 and has held it in 9 quarters since.
  • 12 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

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