Bare Financial Services’s Burlington BURL Stock Holding History

Bare Financial Services’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	$13.6K	Sell	51 -15	-23%	-$4.66K	﹤0.01%	461
2026 Q2	$20.9K	Buy	66 +25	+61%	+$8.06K	﹤0.01%	256
2026 Q1	$13.3K	Buy	41 +7	+21%	+$2.14K	﹤0.01%	217
2025 Q4	$9.8K	Buy	34 +4	+13%	+$1.08K	﹤0.01%	255
2025 Q3	$7.64K	Hold	30	–	–	﹤0.01%	337
2025 Q2	$6.98K	Buy	30 +21	+233%	+$4.99K	﹤0.01%	314
2025 Q1	$2.14K	Buy	+9	New	+$2.33K	﹤0.01%	247

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

Bare Financial Services's BURL Position: Q3 2026 in Review

Bare Financial Services reduced its Burlington (BURL) stake by 23% in Q3 2026, selling an estimated $4.66K and leaving 51 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Bare Financial Services first reported a position in BURL in Q1 2025 and has held it in 7 quarters since. The position peaked at $20.9K in Q2 2026. 281 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

Bare Financial Services held 51 shares of Burlington worth $13.6K as of Q3 2026.
Bare Financial Services sold 15 Burlington shares in Q3 2026, an estimated $4.66K.
Burlington made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #461 holding.
Bare Financial Services first reported a position in Burlington in Q1 2025 and has held it in 7 quarters since.
Bare Financial Services's Burlington position peaked at $20.9K in Q2 2026.
281 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.