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Capital Performance Advisors’s Burlington BURL Stock Holding History

Capital Performance Advisors’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 		– Sell
-1,096
Closed -$357K – 337
2026
Q1 		$357K Buy
+1,096
New +$336K 0.02% 283
2024
Q4 		– Sell
-322
Closed -$84.8K – 546
2024
Q3 		$84.8K Buy
+322
New +$83.3K 0.03% 233

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 Performance Advisors's BURL Position: Q2 2026 in Review

Capital Performance Advisors sold out of Burlington (BURL) in Q2 2026, closing a stake of 1,096 shares — an estimated $357K sold.

Capital Performance Advisors first reported a position in BURL in Q3 2024 and held it in 2 quarters. The position peaked at $357K in Q1 2026. 653 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Capital Performance Advisors reported no remaining Burlington position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 1,096 Burlington shares in Q2 2026, an estimated $357K.
  • Capital Performance Advisors first reported a position in Burlington in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's Burlington position peaked at $357K in Q1 2026.
  • 653 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.