Empowered Funds’s Burlington BURL Stock Holding History

Empowered Funds’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	–	Sell	-8,754	Closed	-$2.85M	–	2137
2026 Q1	$2.85M	Buy	+8,754	New	+$2.68M	0.02%	905
2025 Q4	–	Sell	-919	Closed	-$234K	–	1127
2025 Q3	$234K	Buy	+919	New	+$250K	﹤0.01%	1671

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

Empowered Funds's BURL Position: Q2 2026 in Review

Empowered Funds sold out of Burlington (BURL) in Q2 2026, closing a stake of 8,754 shares — an estimated $2.85M sold.

Empowered Funds first reported a position in BURL in Q3 2025 and held it in 2 quarters. The position peaked at $2.85M in Q1 2026. 653 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Empowered Funds reported no remaining Burlington position as of Q2 2026 after selling out during the quarter.
Empowered Funds sold 8,754 Burlington shares in Q2 2026, an estimated $2.85M.
Empowered Funds first reported a position in Burlington in Q3 2025 and held it in 2 quarters.
Empowered Funds's Burlington position peaked at $2.85M in Q1 2026.
653 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.