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Wedmont Private Capital’s Burlington BURL Stock Holding History

Wedmont Private Capital’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 		$545K Sell
1,970
-1,102
-36% -$342K 0.01% 567
2026
Q2 		$1.01M Sell
3,072
-81
-3% -$26.1K 0.03% 352
2026
Q1 		$1.05M Buy
3,153
+290
+10% +$88.8K 0.03% 302
2025
Q4 		$887K Buy
2,863
+615
+27% +$167K 0.03% 321
2025
Q3 		$584K Buy
2,248
+269
+14% +$73.1K 0.02% 414
2025
Q2 		$501K Buy
1,979
+25
+1% +$5.94K 0.02% 432
2025
Q1 		$471K Sell
1,954
-789
-29% -$204K 0.02% 399
2024
Q4 		$787K Buy
2,743
+1,141
+71% +$308K 0.04% 277
2024
Q3 		$397K Buy
1,602
+143
+10% +$37K 0.02% 431
2024
Q2 		$368K Buy
1,459
+221
+18% +$45.5K 0.02% 427
2024
Q1 		$247K Buy
+1,238
New +$253K 0.02% 501

Other funds holding BURL

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wedmont Private Capital's BURL Position: Q3 2026 in Review

Wedmont Private Capital reduced its Burlington (BURL) stake by 36% in Q3 2026, selling an estimated $342K and leaving 1,970 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #567.

Wedmont Private Capital first reported a position in BURL in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.05M in Q1 2026. 14 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

  • Wedmont Private Capital held 1,970 shares of Burlington worth $545K as of Q3 2026.
  • Wedmont Private Capital sold 1,102 Burlington shares in Q3 2026, an estimated $342K.
  • Burlington made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #567 holding.
  • Wedmont Private Capital first reported a position in Burlington in Q1 2024 and has held it in 11 quarters since.
  • Wedmont Private Capital's Burlington position peaked at $1.05M in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.