JTBR
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James T. Borello RIA’s Burlington BURL Stock Holding History

James T. Borello RIA’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 		$8.28K Buy
31
+23
+288% +$7.14K ﹤0.01% 650
2026
Q2 		$2.53K Sell
8
-11
-58% -$3.55K ﹤0.01% 915
2026
Q1 		$6.18K Buy
19
+13
+217% +$3.98K ﹤0.01% 691
2025
Q4 		$1.73K Buy
6
+2
+50% +$543 ﹤0.01% 805
2025
Q3 		$1.02K Buy
+4
New +$1.09K ﹤0.01% 808

Other funds holding BURL

Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

James T. Borello RIA's BURL Position: Q3 2026 in Review

James T. Borello RIA increased its Burlington (BURL) stake by 288% in Q3 2026, buying an estimated $7.14K and bringing the position to 31 shares worth $8.28K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

James T. Borello RIA first reported a position in BURL in Q3 2025 and has held it in 5 quarters since. 48 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

  • James T. Borello RIA held 31 shares of Burlington worth $8.28K as of Q3 2026.
  • James T. Borello RIA bought 23 Burlington shares in Q3 2026, an estimated $7.14K.
  • Burlington made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #650 holding.
  • James T. Borello RIA first reported a position in Burlington in Q3 2025 and has held it in 5 quarters since.
  • 48 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.