CPIG
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Chicago Partners Investment Group’s Burlington BURL Stock Holding History

Chicago Partners Investment Group’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 		$1.79M Buy
5,278
+970
+23% +$313K 0.04% 404
2026
Q1 		$1.45M Buy
+4,308
New +$1.32M 0.03% 415

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 $3.38T AUM 44.17% 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

Chicago Partners Investment Group's BURL Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Burlington (BURL) stake by 23% in Q2 2026, buying an estimated $313K and bringing the position to 5,278 shares worth $1.79M. The position accounts for 0.04% of the portfolio, ranked #404.

Chicago Partners Investment Group first reported a position in BURL in Q1 2026 and has held it in 2 quarters since. 656 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Chicago Partners Investment Group held 5,278 shares of Burlington worth $1.79M as of Q2 2026.
  • Chicago Partners Investment Group bought 970 Burlington shares in Q2 2026, an estimated $313K.
  • Burlington made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #404 holding.
  • Chicago Partners Investment Group first reported a position in Burlington in Q1 2026 and has held it in 2 quarters since.
  • 656 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.