Burr Financial Services’s Archer Aviation ACHR Stock Holding History

Burr Financial Services’s Portfolio ACHR Stock Details ACHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$225K	Hold	47,520	–	–	0.14%	25
2026 Q1	$246K	Buy	47,520 +6,965	+17%	+$49.7K	0.2%	21
2025 Q4	$305K	Buy	40,555 +1,750	+5%	+$16.5K	0.23%	24
2025 Q3	$372K	Sell	38,805 -1,600	-4%	-$15.8K	0.28%	24
2025 Q2	$438K	Buy	+40,405	New	+$378K	0.37%	20

Other funds holding ACHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Burr Financial Services's ACHR Position: Q2 2026 in Review

Burr Financial Services held its Archer Aviation (ACHR) position steady in Q2 2026 at 47,520 shares worth $225K. The position accounts for 0.14% of the portfolio, ranked #25.

Burr Financial Services first reported a position in ACHR in Q2 2025 and has held it in 5 quarters since. The position peaked at $438K in Q2 2025. 485 funds tracked by Wall St. Rank hold ACHR as of Q2 2026.

Burr Financial Services held 47,520 shares of Archer Aviation worth $225K as of Q2 2026.
Burr Financial Services left its Archer Aviation share count unchanged in Q2 2026.
Archer Aviation made up 0.14% of Burr Financial Services's portfolio in Q2 2026, its #25 holding.
Burr Financial Services first reported a position in Archer Aviation in Q2 2025 and has held it in 5 quarters since.
Burr Financial Services's Archer Aviation position peaked at $438K in Q2 2025.
485 funds tracked by Wall St. Rank held Archer Aviation as of Q2 2026.

Based on Burr Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.