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Fi3 Financial Advisors’s Burlington BURL Stock Holding History

Fi3 Financial 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
Q2 		$4.01M Buy
10,628
+9,547
+883% +$3.08M 0.96% 18
2026
Q1 		$352K Buy
+1,081
New +$331K 0.1% 118

Other funds holding BURL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fi3 Financial Advisors's BURL Position: Q2 2026 in Review

Fi3 Financial Advisors increased its Burlington (BURL) stake by 883% in Q2 2026, buying an estimated $3.08M and bringing the position to 10,628 shares worth $4.01M. The position accounts for 0.96% of the portfolio, ranked #18.

Fi3 Financial Advisors first reported a position in BURL in Q1 2026 and has held it in 2 quarters since. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Fi3 Financial Advisors held 10,628 shares of Burlington worth $4.01M as of Q2 2026.
  • Fi3 Financial Advisors bought 9,547 Burlington shares in Q2 2026, an estimated $3.08M.
  • Burlington made up 0.96% of Fi3 Financial Advisors's portfolio in Q2 2026, its #18 holding.
  • Fi3 Financial Advisors first reported a position in Burlington in Q1 2026 and has held it in 2 quarters since.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.