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Oak Thistle LLC’s Burlington BURL Stock Holding History

Oak Thistle LLC’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 		$316K Buy
+1,181
New +$367K 0.03% 447
2025
Q4 		– Sell
-7,590
Closed -$1.93M – 512
2025
Q3 		$1.93M Buy
+7,590
New +$2.06M 0.29% 118
2024
Q4 		– Sell
-5,958
Closed -$1.57M – 417
2024
Q3 		$1.57M Buy
+5,958
New +$1.54M 0.51% 36
2022
Q1 		– Sell
-928
Closed -$270K – 388
2021
Q4 		$270K Buy
+928
New +$261K 0.21% 223

Other funds holding BURL

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Oak Thistle LLC's BURL Position: Q3 2026 in Review

Oak Thistle LLC opened a new position in Burlington (BURL) in Q3 2026: 1,181 shares worth $316K. The stake represents 0.03% of the portfolio and ranks #447 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in BURL as recently as Q3 2025.

Oak Thistle LLC first reported a position in BURL in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.93M in Q3 2025. 396 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

  • Oak Thistle LLC held 1,181 shares of Burlington worth $316K as of Q3 2026.
  • Burlington was a new Oak Thistle LLC position in Q3 2026.
  • Burlington made up 0.03% of Oak Thistle LLC's portfolio in Q3 2026, its #447 holding.
  • Oak Thistle LLC first reported a position in Burlington in Q4 2021 and has held it in 4 quarters since.
  • Oak Thistle LLC's Burlington position peaked at $1.93M in Q3 2025.
  • 396 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.