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Allegiance Financial Group Advisory Services’s Burlington BURL Stock Holding History

Allegiance Financial Group Advisory Services’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 		– Sell
-664
Closed -$216K – 211
2026
Q1 		$216K Buy
+664
New +$203K 0.04% 179

Other funds holding BURL

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Capital International Investors
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Vanguard Portfolio Management
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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 $3.38T AUM 44.17% 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

Allegiance Financial Group Advisory Services's BURL Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services sold out of Burlington (BURL) in Q2 2026, closing a stake of 664 shares — an estimated $216K sold.

Allegiance Financial Group Advisory Services first reported a position in BURL in Q1 2026 and held it in 1 quarter. The position peaked at $216K in Q1 2026. 656 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Allegiance Financial Group Advisory Services reported no remaining Burlington position as of Q2 2026 after selling out during the quarter.
  • Allegiance Financial Group Advisory Services sold 664 Burlington shares in Q2 2026, an estimated $216K.
  • Allegiance Financial Group Advisory Services first reported a position in Burlington in Q1 2026 and held it in 1 quarter.
  • Allegiance Financial Group Advisory Services's Burlington position peaked at $216K in Q1 2026.
  • 656 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.