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Capstone Wealth Management (Alabama)’s Burlington BURL Stock Holding History

Capstone Wealth Management (Alabama)’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 		– Sell
-692
Closed -$219K – 181
2026
Q2 		$219K Buy
+692
New +$223K 0.1% 165

Other funds holding BURL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s BURL Position: Q3 2026 in Review

Capstone Wealth Management (Alabama) sold out of Burlington (BURL) in Q3 2026, closing a stake of 692 shares — an estimated $219K sold.

Capstone Wealth Management (Alabama) first reported a position in BURL in Q2 2026 and held it in 1 quarter. The position peaked at $219K in Q2 2026. 231 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

  • Capstone Wealth Management (Alabama) reported no remaining Burlington position as of Q3 2026 after selling out during the quarter.
  • Capstone Wealth Management (Alabama) sold 692 Burlington shares in Q3 2026, an estimated $219K.
  • Capstone Wealth Management (Alabama) first reported a position in Burlington in Q2 2026 and held it in 1 quarter.
  • Capstone Wealth Management (Alabama)'s Burlington position peaked at $219K in Q2 2026.
  • 231 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q3 2026, filed 2 Nov 2026.