AF
BURL icon

Allworth Financial’s Burlington BURL Stock Holding History

Allworth Financial’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 		$624K Buy
1,970
+17
+0.9% +$5.48K ﹤0.01% 895
2026
Q1 		$635K Buy
1,953
+1,615
+478% +$495K ﹤0.01% 859
2025
Q4 		$97.6K Buy
338
+120
+55% +$32.6K ﹤0.01% 1774
2025
Q3 		$55.5K Buy
218
+33
+18% +$8.96K ﹤0.01% 2036
2025
Q2 		$43K Sell
185
-4
-2% -$951 ﹤0.01% 2040
2025
Q1 		$41.8K Sell
189
-20
-10% -$5.18K ﹤0.01% 1647
2024
Q4 		$60.4K Sell
209
-9
-4% -$2.43K ﹤0.01% 1488
2024
Q3 		$57.4K Sell
218
-30
-12% -$7.76K ﹤0.01% 1349
2024
Q2 		$60.7K Sell
248
-24
-9% -$4.94K ﹤0.01% 1290
2024
Q1 		$63.2K Buy
272
+196
+258% +$40K ﹤0.01% 1209
2023
Q4 		$14.8K Sell
76
-7
-8% -$1.04K ﹤0.01% 1812
2023
Q3 		$11.2K Sell
83
-13
-14% -$2.08K ﹤0.01% 1798
2023
Q2 		$15.1K Sell
96
-11
-10% -$1.89K ﹤0.01% 1708
2023
Q1 		$21.6K Buy
107
+24
+29% +$5.24K ﹤0.01% 1411
2022
Q4 		$16.8K Buy
83
+11
+15% +$1.76K ﹤0.01% 1451
2022
Q3 		$8K Buy
72
+69
+2,300% +$10K ﹤0.01% 1734
2022
Q2 		$0 Sell
3
-4
-57% -$724 ﹤0.01% 2416
2022
Q1 		$1K Buy
7
+4
+133% +$877 ﹤0.01% 1887
2021
Q4 		$1K Buy
+3
New +$844 ﹤0.01% 1791

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 $3.38T 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

Allworth Financial's BURL Position: Q2 2026 in Review

Allworth Financial increased its Burlington (BURL) stake by 0.87% in Q2 2026, buying an estimated $5.48K and bringing the position to 1,970 shares worth $624K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Allworth Financial first reported a position in BURL in Q4 2021 and has held it in 19 quarters since. The position peaked at $635K in Q1 2026. 656 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Allworth Financial held 1,970 shares of Burlington worth $624K as of Q2 2026.
  • Allworth Financial bought 17 Burlington shares in Q2 2026, an estimated $5.48K.
  • Burlington made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #895 holding.
  • Allworth Financial first reported a position in Burlington in Q4 2021 and has held it in 19 quarters since.
  • Allworth Financial's Burlington position peaked at $635K in Q1 2026.
  • 656 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.