Cornerstone Planning Group’s Burlington BURL Stock Holding History

Cornerstone Planning Group’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	-12	Closed	-$4.25K	–	382
2026 Q2	$4.25K	Hold	12	–	–	﹤0.01%	1128
2026 Q1	$3.75K	Buy	12 +6	+100%	+$1.84K	﹤0.01%	1161
2025 Q4	$1.73K	Buy	6 +1	+20%	+$271	﹤0.01%	1219
2025 Q3	$1.37K	Hold	5	–	–	﹤0.01%	1240
2025 Q2	$1.4K	Hold	5	–	–	﹤0.01%	1032
2025 Q1	$1.09K	Buy	5 +2	+67%	+$518	﹤0.01%	1113
2024 Q4	$857	Hold	3	–	–	﹤0.01%	989
2024 Q3	$764	Hold	3	–	–	﹤0.01%	1000
2024 Q2	$738	Buy	+3	New	+$617	﹤0.01%	1012
2023 Q3	–	Sell	-6	Closed	-$944	–	1225
2023 Q2	$944	Buy	+6	New	+$1.03K	﹤0.01%	1367
2022 Q4	$1.34K	Buy	+6	New	+$958	﹤0.01%	1288

Other funds holding BURL

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Cornerstone Planning Group's BURL Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Burlington (BURL) in Q3 2026, closing a stake of 12 shares — an estimated $4.25K sold.

Cornerstone Planning Group first reported a position in BURL in Q4 2022 and held it in 11 quarters. The position peaked at $4.25K in Q2 2026. 93 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

Cornerstone Planning Group reported no remaining Burlington position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 12 Burlington shares in Q3 2026, an estimated $4.25K.
Cornerstone Planning Group first reported a position in Burlington in Q4 2022 and held it in 11 quarters.
Cornerstone Planning Group's Burlington position peaked at $4.25K in Q2 2026.
93 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.