AFC
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Ares Financial Consulting’s Burlington BURL Stock Holding History

Ares Financial Consulting’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 		$50.4K Hold
159
– – 0.04% 231
2026
Q1 		$52.6K Buy
159
+139
+695% +$42.6K 0.04% 206
2025
Q4 		$5.78K Buy
+20
New +$5.43K 0.01% 454

Other funds holding BURL

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ares Financial Consulting's BURL Position: Q2 2026 in Review

Ares Financial Consulting held its Burlington (BURL) position steady in Q2 2026 at 159 shares worth $50.4K. The position accounts for 0.04% of the portfolio, ranked #231.

Ares Financial Consulting first reported a position in BURL in Q4 2025 and has held it in 3 quarters since. The position peaked at $52.6K in Q1 2026. 256 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Ares Financial Consulting held 159 shares of Burlington worth $50.4K as of Q2 2026.
  • Ares Financial Consulting left its Burlington share count unchanged in Q2 2026.
  • Burlington made up 0.04% of Ares Financial Consulting's portfolio in Q2 2026, its #231 holding.
  • Ares Financial Consulting first reported a position in Burlington in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Burlington position peaked at $52.6K in Q1 2026.
  • 256 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.