CX Institutional’s Burlington BURL Stock Holding History

CX Institutional’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	$24K	Buy	75 +6	+9%	+$1.94K	﹤0.01%	1129
2026 Q1	$22K	Buy	69 +40	+138%	+$12.3K	﹤0.01%	1105
2025 Q4	$8K	Hold	29	–	–	﹤0.01%	1215
2025 Q3	$7K	Hold	29	–	–	﹤0.01%	1233
2025 Q2	$7K	Hold	29	–	–	﹤0.01%	1073
2025 Q1	$7K	Buy	+29	New	+$7.51K	﹤0.01%	1036
2022 Q3	–	Sell	-29	Closed	-$4K	–	546
2022 Q2	$4K	Buy	+29	New	+$5.25K	﹤0.01%	1047
2021 Q4	–	Sell	-29	Closed	-$8K	–	405
2021 Q3	$8K	Hold	29	–	–	﹤0.01%	848
2021 Q2	$9K	Hold	29	–	–	﹤0.01%	838
2021 Q1	$9K	Sell	29 -6	-17%	-$1.63K	﹤0.01%	773
2020 Q4	$9K	Buy	35 +6	+21%	+$1.34K	﹤0.01%	730
2020 Q3	$6K	Hold	29	–	–	﹤0.01%	722
2020 Q2	$6K	Hold	29	–	–	﹤0.01%	638
2020 Q1	$5K	Hold	29	–	–	﹤0.01%	538
2019 Q4	$7K	Hold	29	–	–	﹤0.01%	482
2019 Q3	$6K	Buy	29 +21	+263%	+$3.86K	﹤0.01%	534
2019 Q2	$1K	Buy	+8	New	+$1.31K	﹤0.01%	818

Other funds holding BURL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CX Institutional's BURL Position: Q2 2026 in Review

CX Institutional increased its Burlington (BURL) stake by 8.7% in Q2 2026, buying an estimated $1.94K and bringing the position to 75 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

CX Institutional first reported a position in BURL in Q2 2019 and has held it in 17 quarters since. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

CX Institutional held 75 shares of Burlington worth $24K as of Q2 2026.
CX Institutional bought 6 Burlington shares in Q2 2026, an estimated $1.94K.
Burlington made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1129 holding.
CX Institutional first reported a position in Burlington in Q2 2019 and has held it in 17 quarters since.
654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.