Burkett Financial Services’s Trade Desk TTD Stock Holding History

Burkett Financial Services’s Portfolio TTD Stock Details TTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.81K	Hold	100	–	–	﹤0.01%	241
2026 Q1	$2.27K	Hold	100	–	–	﹤0.01%	217
2025 Q4	$3.8K	Hold	100	–	–	﹤0.01%	185
2025 Q3	$4.9K	Hold	100	–	–	﹤0.01%	171
2025 Q2	$7.2K	Hold	100	–	–	﹤0.01%	157
2025 Q1	$5.47K	Hold	100	–	–	﹤0.01%	184
2024 Q4	$11.8K	Hold	100	–	–	﹤0.01%	139
2024 Q3	$11K	Hold	100	–	–	﹤0.01%	132
2024 Q2	$9.77K	Hold	100	–	–	0.01%	139
2024 Q1	$8.74K	Hold	100	–	–	﹤0.01%	146
2023 Q4	$7.2K	Buy	+100	New	+$7.35K	﹤0.01%	145

Other funds holding TTD

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Burkett Financial Services's TTD Position: Q2 2026 in Review

Burkett Financial Services held its Trade Desk (TTD) position steady in Q2 2026 at 100 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Burkett Financial Services first reported a position in TTD in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.8K in Q4 2024. 114 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

Burkett Financial Services held 100 shares of Trade Desk worth $1.81K as of Q2 2026.
Burkett Financial Services left its Trade Desk share count unchanged in Q2 2026.
Trade Desk made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #241 holding.
Burkett Financial Services first reported a position in Trade Desk in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's Trade Desk position peaked at $11.8K in Q4 2024.
114 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.