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Curi RMB Capital’s Burlington BURL Stock Holding History

Curi RMB Capital’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 		$433K Sell
1,368
-828
-38% -$267K 0.01% 647
2026
Q1 		$714K Buy
2,196
+1,261
+135% +$386K 0.01% 520
2025
Q4 		$270K Buy
+935
New +$254K ﹤0.01% 786

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

Curi RMB Capital's BURL Position: Q2 2026 in Review

Curi RMB Capital reduced its Burlington (BURL) stake by 38% in Q2 2026, selling an estimated $267K and leaving 1,368 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #647.

Curi RMB Capital first reported a position in BURL in Q4 2025 and has held it in 3 quarters since. The position peaked at $714K in Q1 2026. 653 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Curi RMB Capital held 1,368 shares of Burlington worth $433K as of Q2 2026.
  • Curi RMB Capital sold 828 Burlington shares in Q2 2026, an estimated $267K.
  • Burlington made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #647 holding.
  • Curi RMB Capital first reported a position in Burlington in Q4 2025 and has held it in 3 quarters since.
  • Curi RMB Capital's Burlington position peaked at $714K in Q1 2026.
  • 653 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

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