Mather Group’s Burlington BURL Stock Holding History

Mather 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 Q3	$37.1K	Hold	139	–	–	﹤0.01%	1253
2026 Q2	$44K	Hold	139	–	–	﹤0.01%	1136
2026 Q1	$45.2K	Buy	+139	New	+$42.6K	﹤0.01%	1083
2025 Q4	–	Sell	-143	Closed	-$36.4K	–	784
2025 Q3	$36.4K	Buy	+143	New	+$38.8K	﹤0.01%	983
2025 Q2	–	Sell	-169	Closed	-$40.3K	–	764
2025 Q1	$40.3K	Hold	169	–	–	﹤0.01%	935
2024 Q4	$48.2K	Hold	169	–	–	﹤0.01%	882
2024 Q3	$44.5K	Sell	169 -30	-15%	-$7.76K	﹤0.01%	903
2024 Q2	$46.2K	Sell	199 -9	-4%	-$1.85K	﹤0.01%	1022
2024 Q1	$40.5K	Buy	+208	New	+$42.4K	﹤0.01%	920

Other funds holding BURL

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Mather Group's BURL Position: Q3 2026 in Review

Mather Group held its Burlington (BURL) position steady in Q3 2026 at 139 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Mather Group first reported a position in BURL in Q1 2024 and has held it in 9 quarters since. The position peaked at $48.2K in Q4 2024. 93 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

Mather Group held 139 shares of Burlington worth $37.1K as of Q3 2026.
Mather Group left its Burlington share count unchanged in Q3 2026.
Burlington made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1253 holding.
Mather Group first reported a position in Burlington in Q1 2024 and has held it in 9 quarters since.
Mather Group's Burlington position peaked at $48.2K in Q4 2024.
93 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.