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Burkett Financial Services’s Wabtec WAB Stock Holding History

Burkett Financial Services’s Portfolio WAB Stock Details WAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$577 Hold
2
– – ﹤0.01% 368
2026
Q2 		$541 Buy
2
+1
+100% +$264 ﹤0.01% 256
2026
Q1 		$251 Hold
1
– – ﹤0.01% 242
2025
Q4 		$214 Hold
1
– – ﹤0.01% 230
2025
Q3 		$201 Sell
1
-4
-80% -$789 ﹤0.01% 217
2025
Q2 		$1.07K Hold
5
– – ﹤0.01% 211
2025
Q1 		$931 Hold
5
– – ﹤0.01% 236
2024
Q4 		$971 Buy
5
+1
+25% +$194 ﹤0.01% 202
2024
Q3 		$749 Hold
4
– – ﹤0.01% 198
2024
Q2 		$650 Hold
4
– – ﹤0.01% 182
2024
Q1 		$599 Hold
4
– – ﹤0.01% 185
2023
Q4 		$521 Buy
+4
New +$451 ﹤0.01% 184

Other funds holding WAB

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VEM
Vann Equity Management Plano, Texas $168M AUM
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

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

Burkett Financial Services held its Wabtec (WAB) position steady in Q3 2026 at 2 shares worth $577. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Burkett Financial Services first reported a position in WAB in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.07K in Q2 2025. 43 funds tracked by Wall St. Rank hold WAB as of Q3 2026.

  • Burkett Financial Services held 2 shares of Wabtec worth $577 as of Q3 2026.
  • Burkett Financial Services left its Wabtec share count unchanged in Q3 2026.
  • Wabtec made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #368 holding.
  • Burkett Financial Services first reported a position in Wabtec in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Wabtec position peaked at $1.07K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held Wabtec as of Q3 2026.

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