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Independent Advisor Alliance’s Burlington BURL Stock Holding History

Independent Advisor Alliance’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
2025
Q3 		– Sell
-2,874
Closed -$669K – 952
2025
Q2 		$669K Sell
2,874
-81
-3% -$19.3K 0.02% 503
2025
Q1 		$704K Sell
2,955
-109
-4% -$28.2K 0.02% 444
2024
Q4 		$873K Buy
+3,064
New +$828K 0.01% 761

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Independent Advisor Alliance's BURL Position: Q3 2025 in Review

Independent Advisor Alliance sold out of Burlington (BURL) in Q3 2025, closing a stake of 2,874 shares — an estimated $669K sold.

Independent Advisor Alliance first reported a position in BURL in Q4 2024 and held it in 3 quarters. The position peaked at $873K in Q4 2024. 538 funds tracked by Wall St. Rank hold BURL as of Q3 2025.

  • Independent Advisor Alliance reported no remaining Burlington position as of Q3 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 2,874 Burlington shares in Q3 2025, an estimated $669K.
  • Independent Advisor Alliance first reported a position in Burlington in Q4 2024 and held it in 3 quarters.
  • Independent Advisor Alliance's Burlington position peaked at $873K in Q4 2024.
  • 538 funds tracked by Wall St. Rank held Burlington as of Q3 2025.

Based on Independent Advisor Alliance's 13F filing for Q3 2025, filed 4 Nov 2025.