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Albion Financial Group’s Burlington BURL Stock Holding History

Albion Financial Group’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 		$1.9K Hold
6
– – ﹤0.01% 552
2026
Q1 		$1.95K Hold
6
– – ﹤0.01% 570
2025
Q4 		$1.73K Hold
6
– – ﹤0.01% 550
2025
Q3 		$1.53K Buy
+6
New +$1.63K ﹤0.01% 552

Other funds holding BURL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Albion Financial Group's BURL Position: Q2 2026 in Review

Albion Financial Group held its Burlington (BURL) position steady in Q2 2026 at 6 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Albion Financial Group first reported a position in BURL in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.95K in Q1 2026. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Albion Financial Group held 6 shares of Burlington worth $1.9K as of Q2 2026.
  • Albion Financial Group left its Burlington share count unchanged in Q2 2026.
  • Burlington made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #552 holding.
  • Albion Financial Group first reported a position in Burlington in Q3 2025 and has held it in 4 quarters since.
  • Albion Financial Group's Burlington position peaked at $1.95K in Q1 2026.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.