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Twin Peaks Wealth Advisors’s Burlington BURL Stock Holding History

Twin Peaks Wealth 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
2026
Q1 		$22.8K Buy
+70
New +$21.4K 0.01% 665
2025
Q3 		– Sell
-52
Closed -$14.5K – 447
2025
Q2 		$14.5K Buy
+52
New +$12.4K ﹤0.01% 740

Other funds holding BURL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Twin Peaks Wealth Advisors's BURL Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Burlington (BURL) in Q1 2026: 70 shares worth $22.8K. The stake represents 0.01% of the portfolio and ranks #665 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BURL as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BURL in Q2 2025 and has held it in 2 quarters since. 624 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

  • Twin Peaks Wealth Advisors held 70 shares of Burlington worth $22.8K as of Q1 2026.
  • Burlington was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Burlington made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #665 holding.
  • Twin Peaks Wealth Advisors first reported a position in Burlington in Q2 2025 and has held it in 2 quarters since.
  • 624 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.