Affinity Capital Advisors’s Burlington BURL Stock Holding History

Affinity Capital Advisors’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	$285K	Buy	1,029 +14	+1%	+$4.35K	0.03%	167
2026 Q2	$317K	Sell	1,015 -14	-1%	-$4.52K	0.04%	145
2026 Q1	$335K	Sell	1,029 -936	-48%	-$287K	0.05%	126
2025 Q4	$568K	Hold	1,965	–	–	0.08%	96
2025 Q3	$503K	Hold	1,965	–	–	0.08%	97
2025 Q2	$457K	Hold	1,965	–	–	0.08%	103
2025 Q1	$474K	Hold	1,965	–	–	0.09%	91
2024 Q4	$552K	Sell	1,965 -655	-25%	-$177K	0.1%	87
2024 Q3	$690K	Hold	2,620	–	–	0.13%	83
2024 Q2	$629K	Hold	2,620	–	–	0.13%	83
2024 Q1	$608K	Hold	2,620	–	–	0.14%	81
2023 Q4	$510K	Hold	2,620	–	–	0.12%	83
2023 Q3	$354K	Hold	2,620	–	–	0.1%	96
2023 Q2	$412K	Hold	2,620	–	–	0.11%	84
2023 Q1	$530K	Buy	+2,620	New	+$572K	0.16%	74

Other funds holding BURL

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

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Affinity Capital Advisors's BURL Position: Q3 2026 in Review

Affinity Capital Advisors increased its Burlington (BURL) stake by 1.4% in Q3 2026, buying an estimated $4.35K and bringing the position to 1,029 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #167.

Affinity Capital Advisors first reported a position in BURL in Q1 2023 and has held it in 15 quarters since. The position peaked at $690K in Q3 2024. 128 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

Affinity Capital Advisors held 1,029 shares of Burlington worth $285K as of Q3 2026.
Affinity Capital Advisors bought 14 Burlington shares in Q3 2026, an estimated $4.35K.
Burlington made up 0.03% of Affinity Capital Advisors's portfolio in Q3 2026, its #167 holding.
Affinity Capital Advisors first reported a position in Burlington in Q1 2023 and has held it in 15 quarters since.
Affinity Capital Advisors's Burlington position peaked at $690K in Q3 2024.
128 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.