RA
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Riversedge Advisors’s Burlington BURL Stock Holding History

Riversedge Advisors’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 		– Sell
-736
Closed -$233K – 371
2026
Q2 		$233K Buy
+736
New +$237K 0.03% 276

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

Riversedge Advisors's BURL Position: Q3 2026 in Review

Riversedge Advisors sold out of Burlington (BURL) in Q3 2026, closing a stake of 736 shares — an estimated $233K sold.

Riversedge Advisors first reported a position in BURL in Q2 2026 and held it in 1 quarter. The position peaked at $233K in Q2 2026. 14 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

  • Riversedge Advisors reported no remaining Burlington position as of Q3 2026 after selling out during the quarter.
  • Riversedge Advisors sold 736 Burlington shares in Q3 2026, an estimated $233K.
  • Riversedge Advisors first reported a position in Burlington in Q2 2026 and held it in 1 quarter.
  • Riversedge Advisors's Burlington position peaked at $233K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.