RAFFA WEALTH MANAGEMENT, LLC’s Burlington BURL Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q2	$7.6K	Buy	24 +2	+9%	+$645	﹤0.01%	494
2026 Q1	$7.16K	Hold	22	–	–	﹤0.01%	463
2025 Q4	$6.36K	Buy	22 +8	+57%	+$2.17K	﹤0.01%	469
2025 Q3	$3.56K	Buy	14 +2	+17%	+$543	﹤0.01%	559
2025 Q2	$2.79K	Hold	12	–	–	﹤0.01%	618
2025 Q1	$2.86K	Hold	12	–	–	﹤0.01%	551
2024 Q4	$3.42K	Hold	12	–	–	﹤0.01%	528
2024 Q3	$3.16K	Hold	12	–	–	﹤0.01%	522
2024 Q2	$2.88K	Hold	12	–	–	﹤0.01%	635
2024 Q1	$2.79K	Hold	12	–	–	﹤0.01%	626
2023 Q4	$2.33K	Hold	12	–	–	﹤0.01%	571
2023 Q3	$1.62K	Hold	12	–	–	﹤0.01%	647
2023 Q2	$1.89K	Hold	12	–	–	﹤0.01%	623
2023 Q1	$2.42K	Hold	12	–	–	﹤0.01%	553
2022 Q4	$2.43K	Hold	12	–	–	﹤0.01%	544
2022 Q3	$1.34K	Sell	12 -3	-20%	-$437	﹤0.01%	707
2022 Q2	$2.04K	Hold	15	–	–	﹤0.01%	603
2022 Q1	$2.73K	Sell	15 -2	-12%	-$438	﹤0.01%	557
2021 Q4	$4.96K	Hold	17	–	–	﹤0.01%	428
2021 Q3	$4.82K	Hold	17	–	–	﹤0.01%	387
2021 Q2	$5.47K	Hold	17	–	–	﹤0.01%	364
2021 Q1	$5.08K	Buy	17 +3	+21%	+$815	﹤0.01%	399
2020 Q4	$3.66K	Hold	14	–	–	﹤0.01%	419
2020 Q3	$2.88K	Hold	14	–	–	﹤0.01%	417
2020 Q2	$2.76K	Hold	14	–	–	﹤0.01%	414
2020 Q1	$2.22K	Buy	14 +3	+27%	+$632	﹤0.01%	409
2019 Q4	$2.51K	Hold	11	–	–	﹤0.01%	357
2019 Q3	$2.2K	Buy	+11	New	+$2.02K	﹤0.01%	371
2019 Q2	–	Sell	-11	Closed	-$1.72K	–	832
2019 Q1	$1.72K	Hold	11	–	–	﹤0.01%	389
2018 Q4	$1.79K	Buy	+11	New	+$1.78K	﹤0.01%	379
2017 Q3	–	Sell	-37	Closed	-$3.4K	–	293
2017 Q2	$3.4K	Hold	37	–	–	﹤0.01%	251
2017 Q1	$3.6K	Sell	37 -14	-27%	-$1.24K	﹤0.01%	225
2016 Q4	$4.32K	Hold	51	–	–	﹤0.01%	231
2016 Q3	$4.13K	Sell	51 -10	-16%	-$773	﹤0.01%	233
2016 Q2	$4.07K	Hold	61	–	–	﹤0.01%	225
2016 Q1	$3.43K	Buy	61 +6	+11%	+$313	﹤0.01%	238
2015 Q4	$2.36K	Hold	55	–	–	﹤0.01%	256
2015 Q3	$2.81K	Buy	55 +26	+90%	+$1.39K	﹤0.01%	250
2015 Q2	$1.49K	Hold	29	–	–	﹤0.01%	312
2015 Q1	$1.72K	Buy	+29	New	+$1.56K	﹤0.01%	285

Other funds holding BURL

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's BURL Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Burlington (BURL) stake by 9.1% in Q2 2026, buying an estimated $645 and bringing the position to 24 shares worth $7.6K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BURL in Q1 2015 and has held it in 40 quarters since. 152 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 24 shares of Burlington worth $7.6K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 2 Burlington shares in Q2 2026, an estimated $645.
Burlington made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #494 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Burlington in Q1 2015 and has held it in 40 quarters since.
152 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.