BFS
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Bare Financial Services’s Burlington BURL Stock Holding History

Bare Financial Services’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 		$20.9K Buy
66
+25
+61% +$8.06K ﹤0.01% 256
2026
Q1 		$13.3K Buy
41
+7
+21% +$2.14K ﹤0.01% 217
2025
Q4 		$9.82K Buy
34
+4
+13% +$1.08K ﹤0.01% 255
2025
Q3 		$7.64K Hold
30
– – ﹤0.01% 337
2025
Q2 		$6.98K Buy
30
+21
+233% +$4.99K ﹤0.01% 314
2025
Q1 		$2.15K Buy
+9
New +$2.33K ﹤0.01% 247

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

Bare Financial Services's BURL Position: Q2 2026 in Review

Bare Financial Services increased its Burlington (BURL) stake by 61% in Q2 2026, buying an estimated $8.06K and bringing the position to 66 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Bare Financial Services first reported a position in BURL in Q1 2025 and has held it in 6 quarters since. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Bare Financial Services held 66 shares of Burlington worth $20.9K as of Q2 2026.
  • Bare Financial Services bought 25 Burlington shares in Q2 2026, an estimated $8.06K.
  • Burlington made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #256 holding.
  • Bare Financial Services first reported a position in Burlington in Q1 2025 and has held it in 6 quarters since.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.