AW
BURL icon

Avion Wealth’s Burlington BURL Stock Holding History

Avion Wealth’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 		$2K Sell
8
-2
-20% -$621 ﹤0.01% 1013
2026
Q2 		$3K Buy
10
+4
+67% +$1.29K ﹤0.01% 913
2026
Q1 		$1K Hold
6
– – ﹤0.01% 983
2025
Q4 		$1K Sell
6
-2
-25% -$543 ﹤0.01% 981
2025
Q3 		$2K Buy
8
+2
+33% +$543 ﹤0.01% 830
2025
Q2 		$1K Sell
6
-1
-14% -$238 ﹤0.01% 920
2025
Q1 		$1K Hold
7
– – ﹤0.01% 818
2024
Q4 		$1K Buy
7
+1
+17% +$270 ﹤0.01% 815
2024
Q3 		$1K Hold
6
– – ﹤0.01% 768
2024
Q2 		$1K Buy
+6
New +$1.24K ﹤0.01% 693

Other funds holding BURL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Avion Wealth's BURL Position: Q3 2026 in Review

Avion Wealth reduced its Burlington (BURL) stake by 20% in Q3 2026, selling an estimated $621 and leaving 8 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Avion Wealth first reported a position in BURL in Q2 2024 and has held it in 10 quarters since. The position peaked at $3K in Q2 2026. 322 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

  • Avion Wealth held 8 shares of Burlington worth $2K as of Q3 2026.
  • Avion Wealth sold 2 Burlington shares in Q3 2026, an estimated $621.
  • Burlington made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1013 holding.
  • Avion Wealth first reported a position in Burlington in Q2 2024 and has held it in 10 quarters since.
  • Avion Wealth's Burlington position peaked at $3K in Q2 2026.
  • 322 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.