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
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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return