BFS
TDG icon

Burkett Financial Services’s TransDigm Group TDG Stock Holding History

Burkett Financial Services’s Portfolio TDG Stock Details TDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$20.6K Hold
19
– – 0.01% 248
2026
Q2 		$25.3K Buy
+19
New +$23.3K 0.01% 136

Other funds holding TDG

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

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

Burkett Financial Services held its TransDigm Group (TDG) position steady in Q3 2026 at 19 shares worth $20.6K. The position accounts for 0.01% of the portfolio, ranked #248.

Burkett Financial Services first reported a position in TDG in Q2 2026 and has held it in 2 quarters since. The position peaked at $25.3K in Q2 2026. 9 funds tracked by Wall St. Rank hold TDG as of Q3 2026.

  • Burkett Financial Services held 19 shares of TransDigm Group worth $20.6K as of Q3 2026.
  • Burkett Financial Services left its TransDigm Group share count unchanged in Q3 2026.
  • TransDigm Group made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #248 holding.
  • Burkett Financial Services first reported a position in TransDigm Group in Q2 2026 and has held it in 2 quarters since.
  • Burkett Financial Services's TransDigm Group position peaked at $25.3K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2026.

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