SYM Financial Corp
BURL icon

SYM Financial Corp’s Burlington BURL Stock Holding History

SYM Financial Corp’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
-904
Closed -$286K – 534
2026
Q2 		$286K Buy
904
+166
+22% +$53.5K 0.02% 271
2026
Q1 		$240K Buy
+738
New +$226K 0.02% 273

Other funds holding BURL

Dimensional Fund Advisors
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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
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Capricorn Fund Managers
Capricorn Fund Managers London, United Kingdom $1.06B AUM 45.98% 1-Year Est. Return

SYM Financial Corp's BURL Position: Q3 2026 in Review

SYM Financial Corp sold out of Burlington (BURL) in Q3 2026, closing a stake of 904 shares — an estimated $286K sold.

SYM Financial Corp first reported a position in BURL in Q1 2026 and held it in 2 quarters. The position peaked at $286K in Q2 2026. 212 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

  • SYM Financial Corp reported no remaining Burlington position as of Q3 2026 after selling out during the quarter.
  • SYM Financial Corp sold 904 Burlington shares in Q3 2026, an estimated $286K.
  • SYM Financial Corp first reported a position in Burlington in Q1 2026 and held it in 2 quarters.
  • SYM Financial Corp's Burlington position peaked at $286K in Q2 2026.
  • 212 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.