BOJHT
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Bank of Jackson Hole Trust’s Burlington BURL Stock Holding History

Bank of Jackson Hole Trust’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
2025
Q2 		– Sell
-48
Closed -$12K – 451
2025
Q1 		$12K Buy
+48
New +$12.4K 0.01% 360

Other funds holding BURL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Jackson Hole Trust's BURL Position: Q2 2025 in Review

Bank of Jackson Hole Trust sold out of Burlington (BURL) in Q2 2025, closing a stake of 48 shares — an estimated $12K sold.

Bank of Jackson Hole Trust first reported a position in BURL in Q1 2025 and held it in 1 quarter. The position peaked at $12K in Q1 2025. 506 funds tracked by Wall St. Rank hold BURL as of Q2 2025.

  • Bank of Jackson Hole Trust reported no remaining Burlington position as of Q2 2025 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 48 Burlington shares in Q2 2025, an estimated $12K.
  • Bank of Jackson Hole Trust first reported a position in Burlington in Q1 2025 and held it in 1 quarter.
  • Bank of Jackson Hole Trust's Burlington position peaked at $12K in Q1 2025.
  • 506 funds tracked by Wall St. Rank held Burlington as of Q2 2025.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2025, filed 1 Aug 2025.