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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
Q3 		$231K Hold
866
– – 0.06% 95
2026
Q2 		$274K Hold
866
– – 0.07% 92
2026
Q1 		$282K Buy
+866
New +$265K 0.08% 84

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
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 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

Cypress Financial Planning's BURL Position: Q3 2026 in Review

Cypress Financial Planning held its Burlington (BURL) position steady in Q3 2026 at 866 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #95.

Cypress Financial Planning first reported a position in BURL in Q1 2026 and has held it in 3 quarters since. The position peaked at $282K in Q1 2026. 14 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

  • Cypress Financial Planning held 866 shares of Burlington worth $231K as of Q3 2026.
  • Cypress Financial Planning left its Burlington share count unchanged in Q3 2026.
  • Burlington made up 0.06% of Cypress Financial Planning's portfolio in Q3 2026, its #95 holding.
  • Cypress Financial Planning first reported a position in Burlington in Q1 2026 and has held it in 3 quarters since.
  • Cypress Financial Planning's Burlington position peaked at $282K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.