Wayfinding Financial’s Burlington BURL Stock Holding History

Wayfinding Financial’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 Q2	–	Sell	-48	Closed	-$11K	–	232
2025 Q1	$11K	Buy	+48	New	+$12.4K	﹤0.01%	694

Other funds holding BURL

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wayfinding Financial's BURL Position: Q2 2025 in Review

Wayfinding Financial sold out of Burlington (BURL) in Q2 2025, closing a stake of 48 shares — an estimated $11K sold.

Wayfinding Financial first reported a position in BURL in Q1 2025 and held it in 1 quarter. The position peaked at $11K in Q1 2025. 507 funds tracked by Wall St. Rank hold BURL as of Q2 2025.

Wayfinding Financial reported no remaining Burlington position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 48 Burlington shares in Q2 2025, an estimated $11K.
Wayfinding Financial first reported a position in Burlington in Q1 2025 and held it in 1 quarter.
Wayfinding Financial's Burlington position peaked at $11K in Q1 2025.
507 funds tracked by Wall St. Rank held Burlington as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.