LF
BURL icon

LifeSteps Financial’s Burlington BURL Stock Holding History

LifeSteps Financial’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 		$4.12K Buy
+13
New +$4.19K ﹤0.01% 569
2024
Q2 		– Sell
-13
Closed -$3.02K – 126
2024
Q1 		$3.02K Buy
+13
New +$2.65K ﹤0.01% 373

Other funds holding BURL

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

LifeSteps Financial's BURL Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Burlington (BURL) in Q2 2026: 13 shares worth $4.12K. The stake represents ﹤0.01% of the portfolio and ranks #569 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in BURL as recently as Q1 2024.

LifeSteps Financial first reported a position in BURL in Q1 2024 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • LifeSteps Financial held 13 shares of Burlington worth $4.12K as of Q2 2026.
  • Burlington was a new LifeSteps Financial position in Q2 2026.
  • Burlington made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #569 holding.
  • LifeSteps Financial first reported a position in Burlington in Q1 2024 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.