West Branch Capital’s Burlington BURL Stock Holding History

West Branch 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
2025 Q4	–	Sell	-39	Closed	-$9.93K	–	423
2025 Q3	$9.93K	Hold	39	–	–	﹤0.01%	279
2025 Q2	$9.07K	Hold	39	–	–	﹤0.01%	279
2025 Q1	$9.29K	Hold	39	–	–	﹤0.01%	291
2024 Q4	$11.1K	Hold	39	–	–	﹤0.01%	259
2024 Q3	$10.3K	Hold	39	–	–	﹤0.01%	272
2024 Q2	$9.36K	Hold	39	–	–	﹤0.01%	278
2024 Q1	$9.06K	Hold	39	–	–	﹤0.01%	283
2023 Q4	$7.58K	Hold	39	–	–	﹤0.01%	298
2023 Q3	$5.28K	Hold	39	–	–	﹤0.01%	333
2023 Q2	$6.14K	Hold	39	–	–	﹤0.01%	327
2023 Q1	$7.88K	Hold	39	–	–	﹤0.01%	310
2022 Q4	$7.91K	Hold	39	–	–	﹤0.01%	303
2022 Q3	$4K	Hold	39	–	–	﹤0.01%	361
2022 Q2	$5K	Hold	39	–	–	﹤0.01%	328
2022 Q1	$7K	Hold	39	–	–	﹤0.01%	323
2021 Q4	$11K	Hold	39	–	–	﹤0.01%	312
2021 Q3	$11K	Hold	39	–	–	0.01%	298
2021 Q2	$13K	Buy	+39	New	+$12.4K	0.01%	298

Other funds holding BURL

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

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

SIM

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

West Branch Capital's BURL Position: Q4 2025 in Review

West Branch Capital sold out of Burlington (BURL) in Q4 2025, closing a stake of 39 shares — an estimated $9.93K sold.

West Branch Capital first reported a position in BURL in Q2 2021 and held it in 18 quarters. The position peaked at $13K in Q2 2021. 570 funds tracked by Wall St. Rank hold BURL as of Q4 2025.

West Branch Capital reported no remaining Burlington position as of Q4 2025 after selling out during the quarter.
West Branch Capital sold 39 Burlington shares in Q4 2025, an estimated $9.93K.
West Branch Capital first reported a position in Burlington in Q2 2021 and held it in 18 quarters.
West Branch Capital's Burlington position peaked at $13K in Q2 2021.
570 funds tracked by Wall St. Rank held Burlington as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.