Daymark Wealth Partners
BURL icon

Daymark Wealth Partners’s Burlington BURL Stock Holding History

Daymark Wealth Partners’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
-839
Closed -$266K – 895
2026
Q2 		$266K Sell
839
-375
-31% -$121K 0.01% 668
2026
Q1 		$395K Buy
+1,214
New +$372K 0.01% 495

Other funds holding BURL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 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
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Daymark Wealth Partners's BURL Position: Q3 2026 in Review

Daymark Wealth Partners sold out of Burlington (BURL) in Q3 2026, closing a stake of 839 shares — an estimated $266K sold.

Daymark Wealth Partners first reported a position in BURL in Q1 2026 and held it in 2 quarters. The position peaked at $395K in Q1 2026. 322 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

  • Daymark Wealth Partners reported no remaining Burlington position as of Q3 2026 after selling out during the quarter.
  • Daymark Wealth Partners sold 839 Burlington shares in Q3 2026, an estimated $266K.
  • Daymark Wealth Partners first reported a position in Burlington in Q1 2026 and held it in 2 quarters.
  • Daymark Wealth Partners's Burlington position peaked at $395K in Q1 2026.
  • 322 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.