Burney Company
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Burney Company’s Artisan Partners APAM Stock Holding History

Burney Company’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$824K Sell
22,801
-1,198
-5% -$47.3K 0.02% 387
2026
Q2 		$829K Buy
23,999
+1,095
+5% +$40.3K 0.02% 383
2026
Q1 		$833K Buy
22,904
+3,129
+16% +$128K 0.03% 362
2025
Q4 		$806K Buy
19,775
+1,212
+7% +$51.7K 0.03% 361
2025
Q3 		$806K Buy
18,563
+665
+4% +$30.6K 0.03% 344
2025
Q2 		$793K Buy
17,898
+3,522
+24% +$141K 0.03% 340
2025
Q1 		$562K Buy
+14,376
New +$609K 0.02% 401

Other funds holding APAM

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Romano Brothers & Co
Romano Brothers & Co Evanston, Illinois $985M AUM 31.89% 1-Year Est. Return
Carolina Wealth Advisors
Carolina Wealth Advisors Myrtle Beach, South Carolina $263M AUM 16.19% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Measured Risk Portfolios
Measured Risk Portfolios San Diego, California $93.8M AUM 7.05% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Provident Investment Management
Provident Investment Management Novi, Michigan $999M AUM 19.45% 1-Year Est. Return

Burney Company's APAM Position: Q3 2026 in Review

Burney Company reduced its Artisan Partners (APAM) stake by 5% in Q3 2026, selling an estimated $47.3K and leaving 22,801 shares worth $824K. The position accounts for 0.02% of the portfolio, ranked #387.

Burney Company first reported a position in APAM in Q1 2025 and has held it in 7 quarters since. The position peaked at $833K in Q1 2026. 67 funds tracked by Wall St. Rank hold APAM as of Q3 2026.

  • Burney Company held 22,801 shares of Artisan Partners worth $824K as of Q3 2026.
  • Burney Company sold 1,198 Artisan Partners shares in Q3 2026, an estimated $47.3K.
  • Artisan Partners made up 0.02% of Burney Company's portfolio in Q3 2026, its #387 holding.
  • Burney Company first reported a position in Artisan Partners in Q1 2025 and has held it in 7 quarters since.
  • Burney Company's Artisan Partners position peaked at $833K in Q1 2026.
  • 67 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2026.

Based on Burney Company's 13F filing for Q3 2026, filed 15 Oct 2026.