PFS
BURL icon

Prospera Financial Services’s Burlington BURL Stock Holding History

Prospera Financial Services’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
Q1 		$495K Sell
1,520
-3,049
-67% -$934K 0.01% 989
2025
Q4 		$1.32M Sell
4,569
-51
-1% -$13.8K 0.02% 597
2025
Q3 		$1.18M Buy
4,620
+92
+2% +$25K 0.02% 622
2025
Q2 		$1.05M Buy
4,528
+3,484
+334% +$828K 0.02% 635
2025
Q1 		$249K Buy
+1,044
New +$271K 0.01% 1056
2022
Q3 		– Sell
-22
Closed -$3K – 933
2022
Q2 		$3K Buy
22
+2
+10% +$362 ﹤0.01% 1504
2022
Q1 		$4K Buy
+20
New +$4.38K ﹤0.01% 2302
2020
Q4 		– Sell
-87
Closed -$18K – 790
2020
Q3 		$18K Buy
+87
New +$16.9K 0.01% 923

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VPM
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VCM
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return