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Cadent Capital Advisors’s Burlington BURL Stock Holding History

Cadent Capital Advisors’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 		$295K Hold
1,104
– – 0.06% 148
2026
Q2 		$350K Hold
1,104
– – 0.07% 149
2026
Q1 		$359K Hold
1,104
– – 0.09% 129
2025
Q4 		$319K Hold
1,104
– – 0.08% 139
2025
Q3 		$281K Sell
1,104
-468
-30% -$127K 0.07% 160
2025
Q2 		$366K Hold
1,572
– – 0.12% 113
2025
Q1 		$375K Hold
1,572
– – 0.13% 99
2024
Q4 		$448K Hold
1,572
– – 0.16% 87
2024
Q3 		$414K Hold
1,572
– – 0.13% 93
2024
Q2 		$377K Buy
1,572
+305
+24% +$62.8K 0.15% 88
2024
Q1 		$294K Hold
1,267
– – 0.12% 101
2023
Q4 		$246K Buy
+1,267
New +$189K 0.12% 103
2023
Q2 		– Sell
-1,267
Closed -$256K – 135
2023
Q1 		$256K Buy
1,267
+230
+22% +$50.3K 0.12% 102
2022
Q4 		$210K Buy
+1,037
New +$166K 0.1% 114
2021
Q2 		– Sell
-742
Closed -$222K – 144
2021
Q1 		$222K Sell
742
-31
-4% -$8.42K 0.1% 117
2020
Q4 		$202K Buy
+773
New +$172K 0.1% 117

Other funds holding BURL

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cadent Capital Advisors's BURL Position: Q3 2026 in Review

Cadent Capital Advisors held its Burlington (BURL) position steady in Q3 2026 at 1,104 shares worth $295K. The position accounts for 0.06% of the portfolio, ranked #148.

Cadent Capital Advisors first reported a position in BURL in Q4 2020 and has held it in 16 quarters since. The position peaked at $448K in Q4 2024. 14 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

  • Cadent Capital Advisors held 1,104 shares of Burlington worth $295K as of Q3 2026.
  • Cadent Capital Advisors left its Burlington share count unchanged in Q3 2026.
  • Burlington made up 0.06% of Cadent Capital Advisors's portfolio in Q3 2026, its #148 holding.
  • Cadent Capital Advisors first reported a position in Burlington in Q4 2020 and has held it in 16 quarters since.
  • Cadent Capital Advisors's Burlington position peaked at $448K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.