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Capital Group Private Client Services’s Burlington BURL Stock Holding History

Capital Group Private Client 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 		$3.94M Sell
12,446
-1,144
-8% -$369K 0.06% 117
2026
Q1 		$4.42M Buy
13,590
+2,017
+17% +$618K 0.07% 114
2025
Q4 		$3.34M Sell
11,573
-183
-2% -$49.6K 0.05% 152
2025
Q3 		$2.99M Sell
11,756
-37,578
-76% -$10.2M 0.05% 159
2025
Q2 		$11.5M Sell
49,334
-955
-2% -$227K 0.1% 137
2025
Q1 		$12M Sell
50,289
-1,340
-3% -$347K 0.12% 138
2024
Q4 		$14.7M Sell
51,629
-1,262
-2% -$341K 0.14% 132
2024
Q3 		$13.9M Sell
52,891
-904
-2% -$234K 0.13% 137
2024
Q2 		$12.9M Sell
53,795
-958
-2% -$197K 0.13% 136
2024
Q1 		$12.7M Sell
54,753
-1,795
-3% -$366K 0.13% 139
2023
Q4 		$11M Buy
+56,548
New +$8.44M 0.11% 136

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

Capital Group Private Client Services's BURL Position: Q2 2026 in Review

Capital Group Private Client Services reduced its Burlington (BURL) stake by 8.4% in Q2 2026, selling an estimated $369K and leaving 12,446 shares worth $3.94M. The position accounts for 0.06% of the portfolio, ranked #117.

Capital Group Private Client Services first reported a position in BURL in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.7M in Q4 2024. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Capital Group Private Client Services held 12,446 shares of Burlington worth $3.94M as of Q2 2026.
  • Capital Group Private Client Services sold 1,144 Burlington shares in Q2 2026, an estimated $369K.
  • Burlington made up 0.06% of Capital Group Private Client Services's portfolio in Q2 2026, its #117 holding.
  • Capital Group Private Client Services first reported a position in Burlington in Q4 2023 and has held it in 11 quarters since.
  • Capital Group Private Client Services's Burlington position peaked at $14.7M in Q4 2024.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.