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Burkett Financial Services’s Zurn Elkay Water Solutions ZWS Stock Holding History

Burkett Financial Services’s Portfolio ZWS Stock Details ZWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$18.4K Buy
+396
New +$19.2K 0.01% 263

Other funds holding ZWS

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

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

Burkett Financial Services opened a new position in Zurn Elkay Water Solutions (ZWS) in Q3 2026: 396 shares worth $18.4K. The stake represents 0.01% of the portfolio and ranks #263 among its holdings.

9 funds tracked by Wall St. Rank hold ZWS as of Q3 2026.

  • Burkett Financial Services held 396 shares of Zurn Elkay Water Solutions worth $18.4K as of Q3 2026.
  • Zurn Elkay Water Solutions was a new Burkett Financial Services position in Q3 2026.
  • Zurn Elkay Water Solutions made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #263 holding.
  • 9 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q3 2026.

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