Balance Wealth
BURL icon

Balance Wealth’s Burlington BURL Stock Holding History

Balance 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 		$534 Buy
+2
New +$621 ﹤0.01% 885

Other funds holding BURL

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Balance Wealth's BURL Position: Q3 2026 in Review

Balance Wealth opened a new position in Burlington (BURL) in Q3 2026: 2 shares worth $534. The stake represents ﹤0.01% of the portfolio and ranks #885 among its holdings.

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

  • Balance Wealth held 2 shares of Burlington worth $534 as of Q3 2026.
  • Burlington was a new Balance Wealth position in Q3 2026.
  • Burlington made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #885 holding.
  • 478 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.