BEI
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Benjamin Edwards Inc’s Burlington BURL Stock Holding History

Benjamin Edwards Inc’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 		$648K Buy
2,046
+219
+12% +$70.6K 0.01% 964
2026
Q1 		$594K Sell
1,827
-80
-4% -$24.5K 0.01% 933
2025
Q4 		$551K Buy
1,907
+168
+10% +$45.6K 0.01% 922
2025
Q3 		$443K Buy
1,739
+301
+21% +$81.8K 0.01% 963
2025
Q2 		$335K Buy
1,438
+88
+7% +$20.9K ﹤0.01% 966
2025
Q1 		$322K Sell
1,350
-188
-12% -$48.7K ﹤0.01% 914
2024
Q4 		$438K Buy
1,538
+111
+8% +$30K 0.01% 859
2024
Q3 		$376K Buy
1,427
+1,423
+35,575% +$368K 0.01% 890
2024
Q2 		$1K Buy
+4
New +$823 ﹤0.01% 669

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

Benjamin Edwards Inc's BURL Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Burlington (BURL) stake by 12% in Q2 2026, buying an estimated $70.6K and bringing the position to 2,046 shares worth $648K. The position accounts for 0.01% of the portfolio, ranked #964.

Benjamin Edwards Inc first reported a position in BURL in Q2 2024 and has held it in 9 quarters since. 651 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Benjamin Edwards Inc held 2,046 shares of Burlington worth $648K as of Q2 2026.
  • Benjamin Edwards Inc bought 219 Burlington shares in Q2 2026, an estimated $70.6K.
  • Burlington made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #964 holding.
  • Benjamin Edwards Inc first reported a position in Burlington in Q2 2024 and has held it in 9 quarters since.
  • 651 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.