Larson Financial Group
BURL icon

Larson Financial Group’s Burlington BURL Stock Holding History

Larson Financial Group’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 		$75.4K Sell
238
-13
-5% -$4.19K ﹤0.01% 1329
2026
Q1 		$81.7K Buy
251
+125
+99% +$38.3K ﹤0.01% 1091
2025
Q4 		$36.4K Buy
126
+81
+180% +$22K ﹤0.01% 1407
2025
Q3 		$11.5K Buy
45
+25
+125% +$6.79K ﹤0.01% 1947
2025
Q2 		$4.65K Sell
20
-38
-66% -$9.03K ﹤0.01% 2099
2025
Q1 		$13.8K Buy
58
+25
+76% +$6.48K ﹤0.01% 1511
2024
Q4 		$9.41K Sell
33
-1
-3% -$270 ﹤0.01% 1509
2024
Q3 		$8.96K Buy
+34
New +$8.8K ﹤0.01% 1518
2024
Q2 		– Sell
-22
Closed -$5.11K – 2439
2024
Q1 		$5.11K Hold
22
– – ﹤0.01% 1199
2023
Q4 		$4.28K Hold
22
– – ﹤0.01% 1220
2023
Q3 		$2.98K Hold
22
– – ﹤0.01% 1275
2023
Q2 		$3.46K Hold
22
– – ﹤0.01% 1172
2023
Q1 		$4.45K Buy
+22
New +$4.81K ﹤0.01% 1108

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 $3.38T AUM 44.17% 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

Larson Financial Group's BURL Position: Q2 2026 in Review

Larson Financial Group reduced its Burlington (BURL) stake by 5.2% in Q2 2026, selling an estimated $4.19K and leaving 238 shares worth $75.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Larson Financial Group first reported a position in BURL in Q1 2023 and has held it in 13 quarters since. The position peaked at $81.7K in Q1 2026. 658 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Larson Financial Group held 238 shares of Burlington worth $75.4K as of Q2 2026.
  • Larson Financial Group sold 13 Burlington shares in Q2 2026, an estimated $4.19K.
  • Burlington made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1329 holding.
  • Larson Financial Group first reported a position in Burlington in Q1 2023 and has held it in 13 quarters since.
  • Larson Financial Group's Burlington position peaked at $81.7K in Q1 2026.
  • 658 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

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