Riverview Trust Company’s Burlington BURL Stock Holding History

Riverview Trust Company’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 Q2	–	Sell	-103	Closed	-$24.5K	–	269
2025 Q1	$24.5K	Sell	103 -2	-2%	-$518	0.02%	354
2024 Q4	$29.9K	Hold	105	–	–	0.03%	312
2024 Q3	$27.7K	Buy	105 +2	+2%	+$518	0.02%	344
2024 Q2	$24.7K	Hold	103	–	–	0.02%	364
2024 Q1	$23.9K	Buy	+103	New	+$21K	0.02%	411
2023 Q4	–	Sell	-103	Closed	-$13.9K	–	162
2023 Q3	$13.9K	Hold	103	–	–	0.01%	583
2023 Q2	$16.2K	Hold	103	–	–	0.01%	465
2023 Q1	$20.8K	Hold	103	–	–	0.02%	335
2022 Q4	$21K	Buy	+103	New	+$16.4K	0.02%	326
2022 Q3	–	Sell	-80	Closed	-$11K	–	738
2022 Q2	$11K	Sell	80 -12	-13%	-$2.17K	0.01%	669
2022 Q1	$17K	Buy	+92	New	+$20.2K	0.01%	550

Other funds holding BURL

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Riverview Trust Company's BURL Position: Q2 2025 in Review

Riverview Trust Company sold out of Burlington (BURL) in Q2 2025, closing a stake of 103 shares — an estimated $24.5K sold.

Riverview Trust Company first reported a position in BURL in Q1 2022 and held it in 11 quarters. The position peaked at $29.9K in Q4 2024. 507 funds tracked by Wall St. Rank hold BURL as of Q2 2025.

Riverview Trust Company reported no remaining Burlington position as of Q2 2025 after selling out during the quarter.
Riverview Trust Company sold 103 Burlington shares in Q2 2025, an estimated $24.5K.
Riverview Trust Company first reported a position in Burlington in Q1 2022 and held it in 11 quarters.
Riverview Trust Company's Burlington position peaked at $29.9K in Q4 2024.
507 funds tracked by Wall St. Rank held Burlington as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.