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Elevation Wealth Partners’s Burlington BURL Stock Holding History

Elevation Wealth Partners’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 		$11.4K Buy
36
+30
+500% +$9.68K ﹤0.01% 774
2026
Q1 		$1.95K Buy
+6
New +$1.84K ﹤0.01% 916

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
CC
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Elevation Wealth Partners's BURL Position: Q2 2026 in Review

Elevation Wealth Partners increased its Burlington (BURL) stake by 500% in Q2 2026, buying an estimated $9.68K and bringing the position to 36 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Elevation Wealth Partners first reported a position in BURL in Q1 2026 and has held it in 2 quarters since. 174 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Elevation Wealth Partners held 36 shares of Burlington worth $11.4K as of Q2 2026.
  • Elevation Wealth Partners bought 30 Burlington shares in Q2 2026, an estimated $9.68K.
  • Burlington made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #774 holding.
  • Elevation Wealth Partners first reported a position in Burlington in Q1 2026 and has held it in 2 quarters since.
  • 174 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.