Burr Financial Services’s IonQ IONQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.08M	Buy	+184,283	New	+$7.47M	4.94%	6

Other funds holding IONQ

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Burr Financial Services's IONQ Position: Q3 2026 in Review

Burr Financial Services opened a new position in IonQ (IONQ) in Q3 2026: 184,283 shares worth $8.08M. The stake represents 4.94% of the portfolio and ranks #6 among its holdings.

18 funds tracked by Wall St. Rank hold IONQ as of Q3 2026.

Burr Financial Services held 184,283 shares of IonQ worth $8.08M as of Q3 2026.
IonQ was a new Burr Financial Services position in Q3 2026.
IonQ made up 4.94% of Burr Financial Services's portfolio in Q3 2026, its #6 holding.
18 funds tracked by Wall St. Rank held IonQ as of Q3 2026.

Based on Burr Financial Services's 13F filing for Q3 2026, filed 8 Oct 2026.