Rothwell Investment Advisors, LLC’s Burlington BURL Stock Holding History

Rothwell Investment Advisors, 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	$7.75K	Buy	+29	New	+$9K	﹤0.01%	820

Other funds holding BURL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Rothwell Investment Advisors, LLC's BURL Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Burlington (BURL) in Q3 2026: 29 shares worth $7.75K. The stake represents ﹤0.01% of the portfolio and ranks #820 among its holdings.

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

Rothwell Investment Advisors, LLC held 29 shares of Burlington worth $7.75K as of Q3 2026.
Burlington was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Burlington made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #820 holding.
251 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.