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Empire Life Investments’s Burlington BURL Stock Holding History

Empire Life Investments’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 		$2.34M Buy
7,391
+18
+0.2% +$5.8K 0.13% 89
2026
Q1 		$2.44M Sell
7,373
-626
-8% -$192K 0.15% 83
2025
Q4 		$2.31M Buy
7,999
+87
+1% +$23.6K 0.13% 88
2025
Q3 		$2.01M Buy
7,912
+211
+3% +$57.3K 0.12% 88
2025
Q2 		$1.79M Sell
7,701
-101
-1% -$24K 0.11% 93
2025
Q1 		$1.86M Sell
7,802
-181
-2% -$46.9K 0.12% 90
2024
Q4 		$2.28M Buy
7,983
+1,922
+32% +$519K 0.14% 86
2024
Q3 		$1.6M Hold
6,061
– – 0.1% 85
2024
Q2 		$1.45M Buy
6,061
+82
+1% +$16.9K 0.09% 83
2024
Q1 		$1.39M Hold
5,979
– – 0.09% 79
2023
Q4 		$1.16M Buy
5,979
+117
+2% +$17.5K 0.08% 86
2023
Q3 		$793K Sell
5,862
-68
-1% -$10.9K 0.06% 81
2023
Q2 		$933K Buy
5,930
+69
+1% +$11.8K 0.06% 79
2023
Q1 		$1.19M Buy
5,861
+122
+2% +$26.7K 0.08% 77
2022
Q4 		$1.16M Sell
5,739
-14
-0.2% -$2.23K 0.08% 73
2022
Q3 		$644K Buy
5,753
+65
+1% +$9.47K 0.05% 85
2022
Q2 		$775K Buy
5,688
+187
+3% +$33.8K 0.06% 86
2022
Q1 		$1M Hold
5,501
– – 0.06% 86
2021
Q4 		$1.6M Buy
5,501
+398
+8% +$112K 0.1% 77
2021
Q3 		$1.45M Buy
5,103
+87
+2% +$27.8K 0.09% 80
2021
Q2 		$1.61M Buy
5,016
+286
+6% +$91K 0.1% 76
2021
Q1 		$1.41M Buy
4,730
+568
+14% +$154K 0.1% 82
2020
Q4 		$1.09M Buy
+4,162
New +$927K 0.08% 88

Other funds holding BURL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Empire Life Investments's BURL Position: Q2 2026 in Review

Empire Life Investments increased its Burlington (BURL) stake by 0.24% in Q2 2026, buying an estimated $5.8K and bringing the position to 7,391 shares worth $2.34M. The position accounts for 0.13% of the portfolio, ranked #89.

Empire Life Investments first reported a position in BURL in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.44M in Q1 2026. 294 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Empire Life Investments held 7,391 shares of Burlington worth $2.34M as of Q2 2026.
  • Empire Life Investments bought 18 Burlington shares in Q2 2026, an estimated $5.8K.
  • Burlington made up 0.13% of Empire Life Investments's portfolio in Q2 2026, its #89 holding.
  • Empire Life Investments first reported a position in Burlington in Q4 2020 and has held it in 23 quarters since.
  • Empire Life Investments's Burlington position peaked at $2.44M in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Empire Life Investments's 13F filing for Q2 2026, filed 24 Jul 2026.