Action Point Financial Planning’s Burlington BURL Stock Holding History

Action Point Financial Planning’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 Q2	$13K	Buy	+42	New	+$13.5K	﹤0.01%	1337

Other funds holding BURL

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Action Point Financial Planning's BURL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Burlington (BURL) in Q2 2026: 42 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #1337 among its holdings.

650 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Action Point Financial Planning held 42 shares of Burlington worth $13K as of Q2 2026.
Burlington was a new Action Point Financial Planning position in Q2 2026.
Burlington made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1337 holding.
650 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.