BURNEY CO/ TALO — TALOS ENERGY INC

Ownership history in BURNEY CO/  ·  2 quarters on record

AI Ownership Summary

BURNEY CO/ reported TALOS ENERGY INC (TALO) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q3. Peak portfolio weight reached 0.2% in 2026 Q3. The latest visible filing shows TALO at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TALO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BURNEY CO/'s position in TALOS ENERGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

TALO was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BURNEY CO/ held TALO — position size vs. price
% of Fund (quarterly)    TALO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 448,041 +209,847 +88.1% 0.20% $7.3M 2026-10-15 $16.98
2026 Q2 INITIATED — — — 238,194 — — 0.08% $3.1M 2026-07-15 $13.98

FAQ About BURNEY CO/ and TALO

These are the practical questions this page is built to answer before you even open the full history table.

How long has BURNEY CO/ reported owning TALO?

BURNEY CO/ reported TALO across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

What was the largest reported TALO position in BURNEY CO/'s portfolio?

The largest reported portfolio weight for TALO was 0.20% in 2026 Q3.

What is the latest reported TALO position on this page?

The most recent filing on this page is 2026 Q3, when BURNEY CO/ reported 448,041 shares, equal to 0.20% of portfolio, with an estimated market value of $7.3M.

What does the chart on this TALO ownership page compare?

The chart compares BURNEY CO/'s quarterly TALO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to BURNEY CO/ Holdings