BP
BURL icon

Ballentine Partners’s Burlington BURL Stock Holding History

Ballentine Partners’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 		$303K Buy
957
+21
+2% +$6.77K ﹤0.01% 786
2026
Q1 		$305K Buy
936
+44
+5% +$13.5K ﹤0.01% 734
2025
Q4 		$258K Sell
892
-112
-11% -$30.4K ﹤0.01% 795
2025
Q3 		$256K Buy
1,004
+15
+2% +$4.07K ﹤0.01% 803
2025
Q2 		$230K Buy
+989
New +$235K ﹤0.01% 819

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

Ballentine Partners's BURL Position: Q2 2026 in Review

Ballentine Partners increased its Burlington (BURL) stake by 2.2% in Q2 2026, buying an estimated $6.77K and bringing the position to 957 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Ballentine Partners first reported a position in BURL in Q2 2025 and has held it in 5 quarters since. The position peaked at $305K in Q1 2026. 650 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Ballentine Partners held 957 shares of Burlington worth $303K as of Q2 2026.
  • Ballentine Partners bought 21 Burlington shares in Q2 2026, an estimated $6.77K.
  • Burlington made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #786 holding.
  • Ballentine Partners first reported a position in Burlington in Q2 2025 and has held it in 5 quarters since.
  • Ballentine Partners's Burlington position peaked at $305K in Q1 2026.
  • 650 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.