Empirical Wealth Management
BURL icon

Empirical Wealth Management’s Burlington BURL Stock Holding History

Empirical 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 		$204K Buy
+764
New +$237K ﹤0.01% 1094
2026
Q2 		– Sell
-671
Closed -$218K – 1071
2026
Q1 		$218K Buy
+671
New +$205K ﹤0.01% 915

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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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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

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

Empirical Wealth Management opened a new position in Burlington (BURL) in Q3 2026: 764 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1094 among its holdings. This is a return to the name: Empirical Wealth Management previously reported a position in BURL as recently as Q1 2026.

Empirical Wealth Management first reported a position in BURL in Q1 2026 and has held it in 2 quarters since. The position peaked at $218K in Q1 2026. 137 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

  • Empirical Wealth Management held 764 shares of Burlington worth $204K as of Q3 2026.
  • Burlington was a new Empirical Wealth Management position in Q3 2026.
  • Burlington made up ﹤0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #1094 holding.
  • Empirical Wealth Management first reported a position in Burlington in Q1 2026 and has held it in 2 quarters since.
  • Empirical Wealth Management's Burlington position peaked at $218K in Q1 2026.
  • 137 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.