CWM
BURL icon

Cordatus Wealth Management’s Burlington BURL Stock Holding History

Cordatus Wealth Management’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
-961
Closed -$304K – 165
2026
Q2 		$304K Sell
961
-12
-1% -$3.87K 0.07% 145
2026
Q1 		$317K Sell
973
-23
-2% -$7.04K 0.08% 136
2025
Q4 		$288K Sell
996
-38
-4% -$10.3K 0.07% 145
2025
Q3 		$263K Buy
1,034
+15
+1% +$4.07K 0.06% 146
2025
Q2 		$237K Sell
1,019
-6
-0.6% -$1.43K 0.06% 157
2025
Q1 		$244K Buy
+1,025
New +$266K 0.07% 142

Other funds holding BURL

Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Cordatus Wealth Management's BURL Position: Q3 2026 in Review

Cordatus Wealth Management sold out of Burlington (BURL) in Q3 2026, closing a stake of 961 shares — an estimated $304K sold.

Cordatus Wealth Management first reported a position in BURL in Q1 2025 and held it in 6 quarters. The position peaked at $317K in Q1 2026. 93 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

  • Cordatus Wealth Management reported no remaining Burlington position as of Q3 2026 after selling out during the quarter.
  • Cordatus Wealth Management sold 961 Burlington shares in Q3 2026, an estimated $304K.
  • Cordatus Wealth Management first reported a position in Burlington in Q1 2025 and held it in 6 quarters.
  • Cordatus Wealth Management's Burlington position peaked at $317K in Q1 2026.
  • 93 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Cordatus Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.