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Trifecta Capital Advisors’s Burlington BURL Stock Holding History

Trifecta Capital 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
2025
Q3 		– Sell
-6
Closed -$1.4K – 449
2025
Q2 		$1.4K Buy
+6
New +$1.43K ﹤0.01% 389

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Trifecta Capital Advisors's BURL Position: Q3 2025 in Review

Trifecta Capital Advisors sold out of Burlington (BURL) in Q3 2025, closing a stake of 6 shares — an estimated $1.4K sold.

Trifecta Capital Advisors first reported a position in BURL in Q2 2025 and held it in 1 quarter. The position peaked at $1.4K in Q2 2025. 536 funds tracked by Wall St. Rank hold BURL as of Q3 2025.

  • Trifecta Capital Advisors reported no remaining Burlington position as of Q3 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 6 Burlington shares in Q3 2025, an estimated $1.4K.
  • Trifecta Capital Advisors first reported a position in Burlington in Q2 2025 and held it in 1 quarter.
  • Trifecta Capital Advisors's Burlington position peaked at $1.4K in Q2 2025.
  • 536 funds tracked by Wall St. Rank held Burlington as of Q3 2025.

Based on Trifecta Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.