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Callan Family Office’s Burlington BURL Stock Holding History

Callan Family Office’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 		$2.46M Buy
7,773
+2,191
+39% +$707K 0.05% 335
2026
Q1 		$1.82M Buy
5,582
+286
+5% +$87.6K 0.04% 382
2025
Q4 		$1.53M Buy
5,296
+3,288
+164% +$892K 0.03% 427
2025
Q3 		$511K Buy
2,008
+105
+6% +$28.5K 0.02% 527
2025
Q2 		$443K Buy
+1,903
New +$452K 0.01% 626
2025
Q1 		– Sell
-945
Closed -$269K – 560
2024
Q4 		$269K Buy
+945
New +$255K 0.02% 509

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

Callan Family Office's BURL Position: Q2 2026 in Review

Callan Family Office increased its Burlington (BURL) stake by 39% in Q2 2026, buying an estimated $707K and bringing the position to 7,773 shares worth $2.46M. The position accounts for 0.05% of the portfolio, ranked #335.

Callan Family Office first reported a position in BURL in Q4 2024 and has held it in 6 quarters since. 653 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Callan Family Office held 7,773 shares of Burlington worth $2.46M as of Q2 2026.
  • Callan Family Office bought 2,191 Burlington shares in Q2 2026, an estimated $707K.
  • Burlington made up 0.05% of Callan Family Office's portfolio in Q2 2026, its #335 holding.
  • Callan Family Office first reported a position in Burlington in Q4 2024 and has held it in 6 quarters since.
  • 653 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.