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 Q3	$1.27M	Buy	5,368 +3,869	+258%	+$1.2M	0.02%	742
2026 Q2	$475K	Sell	1,499 -21	-1%	-$6.77K	0.01%	1067
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

Other funds holding BURL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Prospera Financial Services's BURL Position: Q3 2026 in Review

Prospera Financial Services increased its Burlington (BURL) stake by 258% in Q3 2026, buying an estimated $1.2M and bringing the position to 5,368 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #742.

Prospera Financial Services first reported a position in BURL in Q3 2020 and has held it in 10 quarters since. The position peaked at $1.32M in Q4 2025. 281 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

Prospera Financial Services held 5,368 shares of Burlington worth $1.27M as of Q3 2026.
Prospera Financial Services bought 3,869 Burlington shares in Q3 2026, an estimated $1.2M.
Burlington made up 0.02% of Prospera Financial Services's portfolio in Q3 2026, its #742 holding.
Prospera Financial Services first reported a position in Burlington in Q3 2020 and has held it in 10 quarters since.
Prospera Financial Services's Burlington position peaked at $1.32M in Q4 2025.
281 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.