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Kestra Investment Management’s Burlington BURL Stock Holding History

Kestra Investment Management’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
Q4 		– Sell
-1,513
Closed -$385K – 437
2025
Q3 		$385K Sell
1,513
-4,310
-74% -$1.17M 0.01% 317
2025
Q2 		$1.37M Buy
5,823
+2,849
+96% +$677K 0.02% 231
2025
Q1 		$709K Buy
2,974
+1,145
+63% +$297K 0.02% 210
2024
Q4 		$521K Buy
+1,829
New +$494K 0.02% 221

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Kestra Investment Management's BURL Position: Q4 2025 in Review

Kestra Investment Management sold out of Burlington (BURL) in Q4 2025, closing a stake of 1,513 shares — an estimated $385K sold.

Kestra Investment Management first reported a position in BURL in Q4 2024 and held it in 4 quarters. The position peaked at $1.37M in Q2 2025. 567 funds tracked by Wall St. Rank hold BURL as of Q4 2025.

  • Kestra Investment Management reported no remaining Burlington position as of Q4 2025 after selling out during the quarter.
  • Kestra Investment Management sold 1,513 Burlington shares in Q4 2025, an estimated $385K.
  • Kestra Investment Management first reported a position in Burlington in Q4 2024 and held it in 4 quarters.
  • Kestra Investment Management's Burlington position peaked at $1.37M in Q2 2025.
  • 567 funds tracked by Wall St. Rank held Burlington as of Q4 2025.

Based on Kestra Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.