Capstone Wealth Management (Alabama)’s Burlington BURL Stock Holding History

Capstone Wealth Management (Alabama)’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	$219K	Buy	+692	New	+$223K	0.1%	165

Other funds holding BURL

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s BURL Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) opened a new position in Burlington (BURL) in Q2 2026: 692 shares worth $219K. The stake represents 0.1% of the portfolio and ranks #165 among its holdings.

196 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Capstone Wealth Management (Alabama) held 692 shares of Burlington worth $219K as of Q2 2026.
Burlington was a new Capstone Wealth Management (Alabama) position in Q2 2026.
Burlington made up 0.1% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #165 holding.
196 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.