FFA
BURL icon

Farther Finance Advisors’s Burlington BURL Stock Holding History

Farther Finance Advisors’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 		$119K Sell
445
-367
-45% -$114K ﹤0.01% 2714
2026
Q2 		$257K Sell
812
-429
-35% -$138K ﹤0.01% 2059
2026
Q1 		$411K Buy
1,241
+714
+135% +$219K ﹤0.01% 1532
2025
Q4 		$152K Buy
527
+199
+61% +$54K ﹤0.01% 2087
2025
Q3 		$83.5K Buy
328
+106
+48% +$28.8K ﹤0.01% 2143
2025
Q2 		$51.6K Buy
222
+174
+363% +$41.4K ﹤0.01% 2118
2025
Q1 		$11.6K Sell
48
-87
-64% -$22.5K ﹤0.01% 2671
2024
Q4 		$38.5K Buy
135
+69
+105% +$18.6K ﹤0.01% 1789
2024
Q3 		$17.4K Buy
66
+8
+14% +$2.07K ﹤0.01% 2146
2024
Q2 		$13.5K Buy
58
+8
+16% +$1.65K ﹤0.01% 1946
2024
Q1 		$11.4K Buy
50
+6
+14% +$1.22K ﹤0.01% 1705
2023
Q4 		$8.56K Buy
44
+35
+389% +$5.22K ﹤0.01% 1685
2023
Q3 		$1.22K Buy
9
+8
+800% +$1.28K ﹤0.01% 2021
2023
Q2 		$157 Sell
1
-6
-86% -$1.03K ﹤0.01% 2391
2023
Q1 		$1.42K Buy
7
+6
+600% +$1.31K ﹤0.01% 1754
2022
Q4 		$203 Buy
+1
New +$160 ﹤0.01% 2038

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
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 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

Farther Finance Advisors's BURL Position: Q3 2026 in Review

Farther Finance Advisors reduced its Burlington (BURL) stake by 45% in Q3 2026, selling an estimated $114K and leaving 445 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #2714.

Farther Finance Advisors first reported a position in BURL in Q4 2022 and has held it in 16 quarters since. The position peaked at $411K in Q1 2026. 14 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

  • Farther Finance Advisors held 445 shares of Burlington worth $119K as of Q3 2026.
  • Farther Finance Advisors sold 367 Burlington shares in Q3 2026, an estimated $114K.
  • Burlington made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2714 holding.
  • Farther Finance Advisors first reported a position in Burlington in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Burlington position peaked at $411K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.