Atomi Financial Group
BURL icon

Atomi Financial Group’s Burlington BURL Stock Holding History

Atomi Financial Group’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 		$397K Sell
1,485
-301
-17% -$93.4K 0.01% 919
2026
Q2 		$566K Sell
1,786
-277
-13% -$89.3K 0.01% 711
2026
Q1 		$671K Buy
2,063
+375
+22% +$115K 0.02% 590
2025
Q4 		$488K Buy
1,688
+156
+10% +$42.3K 0.01% 701
2025
Q3 		$390K Buy
1,532
+117
+8% +$31.8K 0.01% 760
2025
Q2 		$329K Buy
1,415
+16
+1% +$3.8K 0.01% 766
2025
Q1 		$333K Buy
1,399
+127
+10% +$32.9K 0.02% 714
2024
Q4 		$363K Buy
1,272
+141
+12% +$38.1K 0.02% 629
2024
Q3 		$298K Buy
1,131
+65
+6% +$16.8K 0.02% 667
2024
Q2 		$256K Buy
1,066
+65
+6% +$13.4K 0.02% 646
2024
Q1 		$232K Buy
+1,001
New +$204K 0.02% 621

Other funds holding BURL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Atomi Financial Group's BURL Position: Q3 2026 in Review

Atomi Financial Group reduced its Burlington (BURL) stake by 17% in Q3 2026, selling an estimated $93.4K and leaving 1,485 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #919.

Atomi Financial Group first reported a position in BURL in Q1 2024 and has held it in 11 quarters since. The position peaked at $671K in Q1 2026. 251 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

  • Atomi Financial Group held 1,485 shares of Burlington worth $397K as of Q3 2026.
  • Atomi Financial Group sold 301 Burlington shares in Q3 2026, an estimated $93.4K.
  • Burlington made up 0.01% of Atomi Financial Group's portfolio in Q3 2026, its #919 holding.
  • Atomi Financial Group first reported a position in Burlington in Q1 2024 and has held it in 11 quarters since.
  • Atomi Financial Group's Burlington position peaked at $671K in Q1 2026.
  • 251 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Atomi Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.