AlphaCore Capital’s Burlington BURL Stock Holding History

AlphaCore Capital’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	–	Sell	-1,331	Closed	-$422K	–	1744
2026 Q2	$422K	Buy	1,331 +585	+78%	+$189K	0.01%	767
2026 Q1	$243K	Buy	+746	New	+$228K	0.01%	771

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

AlphaCore Capital's BURL Position: Q3 2026 in Review

AlphaCore Capital sold out of Burlington (BURL) in Q3 2026, closing a stake of 1,331 shares — an estimated $422K sold.

AlphaCore Capital first reported a position in BURL in Q1 2026 and held it in 2 quarters. The position peaked at $422K in Q2 2026. 251 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

AlphaCore Capital reported no remaining Burlington position as of Q3 2026 after selling out during the quarter.
AlphaCore Capital sold 1,331 Burlington shares in Q3 2026, an estimated $422K.
AlphaCore Capital first reported a position in Burlington in Q1 2026 and held it in 2 quarters.
AlphaCore Capital's Burlington position peaked at $422K in Q2 2026.
251 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.