Superior Planning, LLC’s Burlington BURL Stock Holding History

Superior Planning, LLC’s Portfolio BURL Stock Details BURL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$16K	Buy	+60	New	+$18.6K	0.01%	771

Other funds holding BURL

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Superior Planning, LLC's BURL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Burlington (BURL) in Q3 2026: 60 shares worth $16K. The stake represents 0.01% of the portfolio and ranks #771 among its holdings.

396 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

Superior Planning, LLC held 60 shares of Burlington worth $16K as of Q3 2026.
Burlington was a new Superior Planning, LLC position in Q3 2026.
Burlington made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #771 holding.
396 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.