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Burney Company’s SFL Corp SFL Stock Holding History

Burney Company’s Portfolio SFL Stock Details SFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$719K Sell
70,486
-11,022
-14% -$125K 0.02% 403
2026
Q1 		$879K Buy
+81,508
New +$789K 0.03% 353

Other funds holding SFL

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Burney Company's SFL Position: Q2 2026 in Review

Burney Company reduced its SFL Corp (SFL) stake by 14% in Q2 2026, selling an estimated $125K and leaving 70,486 shares worth $719K. The position accounts for 0.02% of the portfolio, ranked #403.

Burney Company first reported a position in SFL in Q1 2026 and has held it in 2 quarters since. The position peaked at $879K in Q1 2026. 16 funds tracked by Wall St. Rank hold SFL as of Q2 2026.

  • Burney Company held 70,486 shares of SFL Corp worth $719K as of Q2 2026.
  • Burney Company sold 11,022 SFL Corp shares in Q2 2026, an estimated $125K.
  • SFL Corp made up 0.02% of Burney Company's portfolio in Q2 2026, its #403 holding.
  • Burney Company first reported a position in SFL Corp in Q1 2026 and has held it in 2 quarters since.
  • Burney Company's SFL Corp position peaked at $879K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held SFL Corp as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.