TFC Financial Management’s Burlington BURL Stock Holding History

TFC Financial Management’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 Q1	$326	Hold	1	–	–	﹤0.01%	751
2025 Q4	$289	Hold	1	–	–	﹤0.01%	740
2025 Q3	$255	Hold	1	–	–	﹤0.01%	768
2025 Q2	$233	Buy	+1	New	+$238	﹤0.01%	761
2024 Q2	–	Sell	-1	Closed	-$233	–	989
2024 Q1	$233	Buy	+1	New	+$204	﹤0.01%	716
2022 Q4	–	Sell	-53	Closed	-$6K	–	534
2022 Q3	$6K	Sell	53 -90	-63%	-$13.1K	﹤0.01%	343
2022 Q2	$19K	Hold	143	–	–	0.01%	254
2022 Q1	$26K	Hold	143	–	–	0.01%	239
2021 Q4	$42K	Buy	143 +16	+13%	+$4.5K	0.01%	224
2021 Q3	$36K	Hold	127	–	–	0.01%	225
2021 Q2	$41K	Hold	127	–	–	0.01%	217
2021 Q1	$38K	Hold	127	–	–	0.02%	210
2020 Q4	$33K	Hold	127	–	–	0.01%	216
2020 Q3	$26K	Buy	+127	New	+$24.7K	0.01%	218

Other funds holding BURL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFC Financial Management's BURL Position: Q1 2026 in Review

TFC Financial Management held its Burlington (BURL) position steady in Q1 2026 at 1 share worth $326. The position accounts for ﹤0.01% of the portfolio, ranked #751.

TFC Financial Management first reported a position in BURL in Q3 2020 and has held it in 14 quarters since. The position peaked at $42K in Q4 2021. 624 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

TFC Financial Management held 1 share of Burlington worth $326 as of Q1 2026.
TFC Financial Management left its Burlington share count unchanged in Q1 2026.
Burlington made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #751 holding.
TFC Financial Management first reported a position in Burlington in Q3 2020 and has held it in 14 quarters since.
TFC Financial Management's Burlington position peaked at $42K in Q4 2021.
624 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.