Strive Financial Group
BURL icon

Strive Financial Group’s Burlington BURL Stock Holding History

Strive Financial Group’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 		$1.07K Buy
+4
New +$1.24K ﹤0.01% 1044

Other funds holding BURL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Strive Financial Group's BURL Position: Q3 2026 in Review

Strive Financial Group opened a new position in Burlington (BURL) in Q3 2026: 4 shares worth $1.07K. The stake represents ﹤0.01% of the portfolio and ranks #1044 among its holdings.

322 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

  • Strive Financial Group held 4 shares of Burlington worth $1.07K as of Q3 2026.
  • Burlington was a new Strive Financial Group position in Q3 2026.
  • Burlington made up ﹤0.01% of Strive Financial Group's portfolio in Q3 2026, its #1044 holding.
  • 322 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Strive Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.