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Richardson Financial Services’s Burlington BURL Stock Holding History

Richardson 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
2025
Q3 		– Sell
-5
Closed -$1.16K – 524
2025
Q2 		$1.16K Hold
5
– – ﹤0.01% 508
2025
Q1 		$1.19K Hold
5
– – ﹤0.01% 500
2024
Q4 		$1.43K Sell
5
-5
-50% -$1.35K ﹤0.01% 501
2024
Q3 		$2.52K Buy
10
+5
+100% +$1.29K ﹤0.01% 485
2024
Q2 		$1.2K Sell
5
-8
-62% -$1.65K ﹤0.01% 491
2024
Q1 		$3.02K Buy
+13
New +$2.65K ﹤0.01% 484

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Richardson Financial Services's BURL Position: Q3 2025 in Review

Richardson Financial Services sold out of Burlington (BURL) in Q3 2025, closing a stake of 5 shares — an estimated $1.16K sold.

Richardson Financial Services first reported a position in BURL in Q1 2024 and held it in 6 quarters. The position peaked at $3.02K in Q1 2024. 537 funds tracked by Wall St. Rank hold BURL as of Q3 2025.

  • Richardson Financial Services reported no remaining Burlington position as of Q3 2025 after selling out during the quarter.
  • Richardson Financial Services sold 5 Burlington shares in Q3 2025, an estimated $1.16K.
  • Richardson Financial Services first reported a position in Burlington in Q1 2024 and held it in 6 quarters.
  • Richardson Financial Services's Burlington position peaked at $3.02K in Q1 2024.
  • 537 funds tracked by Wall St. Rank held Burlington as of Q3 2025.

Based on Richardson Financial Services's 13F filing for Q3 2025, filed 28 Oct 2025.