KIM
BURL icon

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
-1,336
-47% -$363K 0.01% 317
2025
Q2 		$663K Sell
2,849
-125
-4% -$29.7K 0.02% 246
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 $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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 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

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 $709K in Q1 2025. 570 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 $709K in Q1 2025.
  • 570 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.