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MJT & Associates Financial Advisory’s Burlington BURL Stock Holding History

MJT & Associates Financial Advisory’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 		$3.21K Hold
12
– – ﹤0.01% 315
2026
Q2 		$3.8K Buy
+12
New +$3.87K ﹤0.01% 313

Other funds holding BURL

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

MJT & Associates Financial Advisory's BURL Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Burlington (BURL) position steady in Q3 2026 at 12 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

MJT & Associates Financial Advisory first reported a position in BURL in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.8K in Q2 2026. 14 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

  • MJT & Associates Financial Advisory held 12 shares of Burlington worth $3.21K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Burlington share count unchanged in Q3 2026.
  • Burlington made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #315 holding.
  • MJT & Associates Financial Advisory first reported a position in Burlington in Q2 2026 and has held it in 2 quarters since.
  • MJT & Associates Financial Advisory's Burlington position peaked at $3.8K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.