Affinity Capital Advisors’s Burlington BURL Stock Holding History

Affinity Capital Advisors’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	$317K	Sell	1,015 -14	-1%	-$4.51K	0.04%	145
2026 Q1	$335K	Sell	1,029 -936	-48%	-$287K	0.05%	126
2025 Q4	$568K	Hold	1,965	–	–	0.08%	96
2025 Q3	$503K	Hold	1,965	–	–	0.08%	97
2025 Q2	$457K	Hold	1,965	–	–	0.08%	103
2025 Q1	$474K	Hold	1,965	–	–	0.09%	91
2024 Q4	$552K	Sell	1,965 -655	-25%	-$177K	0.1%	87
2024 Q3	$690K	Hold	2,620	–	–	0.13%	83
2024 Q2	$629K	Hold	2,620	–	–	0.13%	83
2024 Q1	$608K	Hold	2,620	–	–	0.14%	81
2023 Q4	$510K	Hold	2,620	–	–	0.12%	83
2023 Q3	$354K	Hold	2,620	–	–	0.1%	96
2023 Q2	$412K	Hold	2,620	–	–	0.11%	84
2023 Q1	$530K	Buy	+2,620	New	+$572K	0.16%	74

Other funds holding BURL

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Affinity Capital Advisors's BURL Position: Q2 2026 in Review

Affinity Capital Advisors reduced its Burlington (BURL) stake by 1.4% in Q2 2026, selling an estimated $4.51K and leaving 1,015 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #145.

Affinity Capital Advisors first reported a position in BURL in Q1 2023 and has held it in 14 quarters since. The position peaked at $690K in Q3 2024. 59 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Affinity Capital Advisors held 1,015 shares of Burlington worth $317K as of Q2 2026.
Affinity Capital Advisors sold 14 Burlington shares in Q2 2026, an estimated $4.51K.
Burlington made up 0.04% of Affinity Capital Advisors's portfolio in Q2 2026, its #145 holding.
Affinity Capital Advisors first reported a position in Burlington in Q1 2023 and has held it in 14 quarters since.
Affinity Capital Advisors's Burlington position peaked at $690K in Q3 2024.
59 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.