GI
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GAMMA Investing’s Burlington BURL Stock Holding History

GAMMA Investing’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 		$364K Sell
1,364
-371
-21% -$115K 0.01% 897
2026
Q2 		$550K Buy
1,735
+101
+6% +$32.6K 0.02% 610
2026
Q1 		$532K Buy
1,634
+148
+10% +$45.3K 0.02% 548
2025
Q4 		$429K Buy
1,486
+125
+9% +$33.9K 0.02% 591
2025
Q3 		$346K Buy
1,361
+226
+20% +$61.4K 0.02% 643
2025
Q2 		$264K Buy
1,135
+237
+26% +$56.3K 0.02% 738
2025
Q1 		$214K Sell
898
-9
-1% -$2.33K 0.02% 731
2024
Q4 		$259K Buy
907
+395
+77% +$107K 0.02% 593
2024
Q3 		$135K Buy
512
+199
+64% +$51.5K 0.01% 813
2024
Q2 		$75.1K Buy
313
+53
+20% +$10.9K 0.01% 933
2024
Q1 		$60.4K Buy
260
+48
+23% +$9.79K 0.01% 914
2023
Q4 		$40.5K Buy
+212
New +$31.6K 0.01% 1028

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
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

GAMMA Investing's BURL Position: Q3 2026 in Review

GAMMA Investing reduced its Burlington (BURL) stake by 21% in Q3 2026, selling an estimated $115K and leaving 1,364 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #897.

GAMMA Investing first reported a position in BURL in Q4 2023 and has held it in 12 quarters since. The position peaked at $550K in Q2 2026. 14 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

  • GAMMA Investing held 1,364 shares of Burlington worth $364K as of Q3 2026.
  • GAMMA Investing sold 371 Burlington shares in Q3 2026, an estimated $115K.
  • Burlington made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #897 holding.
  • GAMMA Investing first reported a position in Burlington in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Burlington position peaked at $550K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.