LifeSteps Financial
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
Q3 		– Sell
-13
Closed -$4.12K – 200
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

LifeSteps Financial's BURL Position: Q3 2026 in Review

LifeSteps Financial sold out of Burlington (BURL) in Q3 2026, closing a stake of 13 shares — an estimated $4.12K sold.

LifeSteps Financial first reported a position in BURL in Q1 2024 and held it in 2 quarters. The position peaked at $4.12K in Q2 2026. 288 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

  • LifeSteps Financial reported no remaining Burlington position as of Q3 2026 after selling out during the quarter.
  • LifeSteps Financial sold 13 Burlington shares in Q3 2026, an estimated $4.12K.
  • LifeSteps Financial first reported a position in Burlington in Q1 2024 and held it in 2 quarters.
  • LifeSteps Financial's Burlington position peaked at $4.12K in Q2 2026.
  • 288 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on LifeSteps Financial's 13F filing for Q3 2026, filed 15 Oct 2026.