Commonwealth Equity Services
BURL icon

Commonwealth Equity Services’s Burlington BURL Stock Holding History

Commonwealth Equity 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 		$662K Sell
2,088
-285
-12% -$91.9K ﹤0.01% 3071
2026
Q1 		$772K Sell
2,373
-55
-2% -$16.8K ﹤0.01% 2831
2025
Q4 		$701K Buy
2,428
+65
+3% +$17.6K ﹤0.01% 2876
2025
Q3 		$601K Sell
2,363
-96
-4% -$26.1K ﹤0.01% 3028
2025
Q2 		$572K Sell
2,459
-314
-11% -$74.6K ﹤0.01% 3039
2025
Q1 		$661K Buy
2,773
+106
+4% +$27.5K ﹤0.01% 2807
2024
Q4 		$760K Sell
2,667
-26
-1% -$7.03K ﹤0.01% 2616
2024
Q3 		$710K Sell
2,693
-538
-17% -$139K ﹤0.01% 2607
2024
Q2 		$775K Sell
3,231
-893
-22% -$184K ﹤0.01% 2476
2024
Q1 		$958K Sell
4,124
-3,457
-46% -$705K ﹤0.01% 2277
2023
Q4 		$1.47M Sell
7,581
-141
-2% -$21K ﹤0.01% 1893
2023
Q3 		$1.04M Buy
7,722
+30
+0.4% +$4.81K ﹤0.01% 2046
2023
Q2 		$1.21M Buy
7,692
+13
+0.2% +$2.23K ﹤0.01% 1958
2023
Q1 		$1.55M Sell
7,679
-5
-0.1% -$1.09K ﹤0.01% 1727
2022
Q4 		$1.56M Sell
7,684
-461
-6% -$73.6K ﹤0.01% 1664
2022
Q3 		$911K Buy
+8,145
New +$1.19M ﹤0.01% 1970
2022
Q2 		– Sell
-1,288
Closed -$234K – 3682
2022
Q1 		$234K Sell
1,288
-81
-6% -$17.7K ﹤0.01% 3179
2021
Q4 		$399K Buy
1,369
+242
+21% +$68K ﹤0.01% 2716
2021
Q3 		$319K Buy
1,127
+2
+0.2% +$639 ﹤0.01% 2864
2021
Q2 		$362K Buy
+1,125
New +$358K ﹤0.01% 2739
2021
Q1 		– Sell
-3,872
Closed -$1.01M – 3405
2020
Q4 		$1.01M Sell
3,872
-872
-18% -$194K ﹤0.01% 1642
2020
Q3 		$977K Buy
4,744
+1,008
+27% +$196K ﹤0.01% 1505
2020
Q2 		$735K Sell
3,736
-2,226
-37% -$419K ﹤0.01% 1612
2020
Q1 		$944K Sell
5,962
-564
-9% -$119K ﹤0.01% 1295
2019
Q4 		$1.49M Buy
6,526
+4,202
+181% +$878K 0.01% 1198
2019
Q3 		$464K Buy
+2,324
New +$427K ﹤0.01% 1880

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

Commonwealth Equity Services's BURL Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Burlington (BURL) stake by 12% in Q2 2026, selling an estimated $91.9K and leaving 2,088 shares worth $662K. The position accounts for ﹤0.01% of the portfolio, ranked #3071.

Commonwealth Equity Services first reported a position in BURL in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.56M in Q4 2022. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Commonwealth Equity Services held 2,088 shares of Burlington worth $662K as of Q2 2026.
  • Commonwealth Equity Services sold 285 Burlington shares in Q2 2026, an estimated $91.9K.
  • Burlington made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3071 holding.
  • Commonwealth Equity Services first reported a position in Burlington in Q3 2019 and has held it in 26 quarters since.
  • Commonwealth Equity Services's Burlington position peaked at $1.56M in Q4 2022.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.