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Atomi Financial Group’s Burlington BURL Stock Holding History

Atomi 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 		$566K Sell
1,786
-277
-13% -$89.3K 0.01% 711
2026
Q1 		$671K Buy
2,063
+375
+22% +$115K 0.02% 590
2025
Q4 		$488K Buy
1,688
+156
+10% +$42.3K 0.01% 701
2025
Q3 		$390K Buy
1,532
+117
+8% +$31.8K 0.01% 760
2025
Q2 		$329K Buy
1,415
+16
+1% +$3.8K 0.01% 766
2025
Q1 		$333K Buy
1,399
+127
+10% +$32.9K 0.02% 714
2024
Q4 		$363K Buy
1,272
+141
+12% +$38.1K 0.02% 629
2024
Q3 		$298K Buy
1,131
+65
+6% +$16.8K 0.02% 667
2024
Q2 		$256K Buy
1,066
+65
+6% +$13.4K 0.02% 646
2024
Q1 		$232K Buy
+1,001
New +$204K 0.02% 621

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

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

Atomi Financial Group reduced its Burlington (BURL) stake by 13% in Q2 2026, selling an estimated $89.3K and leaving 1,786 shares worth $566K. The position accounts for 0.01% of the portfolio, ranked #711.

Atomi Financial Group first reported a position in BURL in Q1 2024 and has held it in 10 quarters since. The position peaked at $671K in Q1 2026. 655 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Atomi Financial Group held 1,786 shares of Burlington worth $566K as of Q2 2026.
  • Atomi Financial Group sold 277 Burlington shares in Q2 2026, an estimated $89.3K.
  • Burlington made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #711 holding.
  • Atomi Financial Group first reported a position in Burlington in Q1 2024 and has held it in 10 quarters since.
  • Atomi Financial Group's Burlington position peaked at $671K in Q1 2026.
  • 655 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.