CFP
BURL icon

Cypress Financial Planning’s Burlington BURL Stock Holding History

Cypress Financial Planning’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
Q2 		$274K Hold
866
– – 0.07% 92
2026
Q1 		$282K Buy
+866
New +$265K 0.08% 84

Other funds holding BURL

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cypress Financial Planning's BURL Position: Q2 2026 in Review

Cypress Financial Planning held its Burlington (BURL) position steady in Q2 2026 at 866 shares worth $274K. The position accounts for 0.07% of the portfolio, ranked #92.

Cypress Financial Planning first reported a position in BURL in Q1 2026 and has held it in 2 quarters since. The position peaked at $282K in Q1 2026. 267 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Cypress Financial Planning held 866 shares of Burlington worth $274K as of Q2 2026.
  • Cypress Financial Planning left its Burlington share count unchanged in Q2 2026.
  • Burlington made up 0.07% of Cypress Financial Planning's portfolio in Q2 2026, its #92 holding.
  • Cypress Financial Planning first reported a position in Burlington in Q1 2026 and has held it in 2 quarters since.
  • Cypress Financial Planning's Burlington position peaked at $282K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.