Wealth Alliance’s Burlington BURL Stock Holding History

Wealth Alliance’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 Q3	$205K	Sell	767 -4	-0.5%	-$1.24K	0.02%	545
2026 Q2	$244K	Buy	771 +39	+5%	+$12.6K	0.02%	503
2026 Q1	$238K	Buy	+732	New	+$224K	0.02%	489
2022 Q1	–	Sell	-709	Closed	-$207K	–	447
2021 Q4	$207K	Sell	709 -64	-8%	-$18K	0.04%	423
2021 Q3	$219K	Buy	773 +9	+1%	+$2.88K	0.05%	386
2021 Q2	$246K	Sell	764 -16	-2%	-$5.09K	0.06%	368
2021 Q1	$233K	Buy	780 +6	+0.8%	+$1.63K	0.07%	347
2020 Q4	$202K	Buy	+774	New	+$172K	0.06%	368
2020 Q3	–	Sell	-1,181	Closed	-$233K	–	318
2020 Q2	$233K	Buy	+1,181	New	+$222K	0.09%	262

Other funds holding BURL

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Wealth Alliance's BURL Position: Q3 2026 in Review

Wealth Alliance reduced its Burlington (BURL) stake by 0.52% in Q3 2026, selling an estimated $1.24K and leaving 767 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #545.

Wealth Alliance first reported a position in BURL in Q2 2020 and has held it in 9 quarters since. The position peaked at $246K in Q2 2021. 478 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

Wealth Alliance held 767 shares of Burlington worth $205K as of Q3 2026.
Wealth Alliance sold 4 Burlington shares in Q3 2026, an estimated $1.24K.
Burlington made up 0.02% of Wealth Alliance's portfolio in Q3 2026, its #545 holding.
Wealth Alliance first reported a position in Burlington in Q2 2020 and has held it in 9 quarters since.
Wealth Alliance's Burlington position peaked at $246K in Q2 2021.
478 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.