LFG
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
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

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JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return