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Essential Partners’s Burlington BURL Stock Holding History

Essential 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 		$10.4K Sell
39
-961
-96% -$298K ﹤0.01% 1179
2026
Q2 		$317K Buy
1,000
+249
+33% +$80.3K 0.15% 147
2026
Q1 		$244K Buy
751
+441
+142% +$135K 0.08% 260
2025
Q4 		$89.5K Buy
310
+309
+30,900% +$83.8K 0.03% 471
2025
Q3 		$255 Hold
1
– – ﹤0.01% 2357
2025
Q2 		$233 Buy
+1
New +$238 ﹤0.01% 1908

Other funds holding BURL

Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Essential Partners's BURL Position: Q3 2026 in Review

Essential Partners reduced its Burlington (BURL) stake by 96% in Q3 2026, selling an estimated $298K and leaving 39 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Essential Partners first reported a position in BURL in Q2 2025 and has held it in 6 quarters since. The position peaked at $317K in Q2 2026. 48 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

  • Essential Partners held 39 shares of Burlington worth $10.4K as of Q3 2026.
  • Essential Partners sold 961 Burlington shares in Q3 2026, an estimated $298K.
  • Burlington made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1179 holding.
  • Essential Partners first reported a position in Burlington in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Burlington position peaked at $317K in Q2 2026.
  • 48 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.