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Burkett Financial Services’s Viking Therapeutics VKTX Stock Holding History

Burkett Financial Services’s Portfolio VKTX Stock Details VKTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.8K Hold
200
– – ﹤0.01% 192
2026
Q1 		$6.51K Hold
200
– – ﹤0.01% 182
2025
Q4 		$7.04K Hold
200
– – ﹤0.01% 170
2025
Q3 		$5.26K Hold
200
– – ﹤0.01% 170
2025
Q2 		$5.3K Hold
200
– – ﹤0.01% 166
2025
Q1 		$4.83K Hold
200
– – ﹤0.01% 189
2024
Q4 		$8.05K Buy
+200
New +$11.4K ﹤0.01% 147

Other funds holding VKTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Burkett Financial Services held its Viking Therapeutics (VKTX) position steady in Q2 2026 at 200 shares worth $7.8K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

Burkett Financial Services first reported a position in VKTX in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.05K in Q4 2024. 432 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

  • Burkett Financial Services held 200 shares of Viking Therapeutics worth $7.8K as of Q2 2026.
  • Burkett Financial Services left its Viking Therapeutics share count unchanged in Q2 2026.
  • Viking Therapeutics made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #192 holding.
  • Burkett Financial Services first reported a position in Viking Therapeutics in Q4 2024 and has held it in 7 quarters since.
  • Burkett Financial Services's Viking Therapeutics position peaked at $8.05K in Q4 2024.
  • 432 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

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