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Fiduciary Trust’s Burlington BURL Stock Holding History

Fiduciary Trust’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 		$292K Buy
923
+3
+0.3% +$967 ﹤0.01% 758
2026
Q1 		$299K Hold
920
– – ﹤0.01% 735
2025
Q4 		$266K Buy
+920
New +$250K ﹤0.01% 755
2021
Q3 		– Sell
-672
Closed -$216K – 649
2021
Q2 		$216K Hold
672
– – ﹤0.01% 612
2021
Q1 		$201K Sell
672
-133
-17% -$36.1K ﹤0.01% 588
2020
Q4 		$211K Buy
+805
New +$179K ﹤0.01% 551

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

Fiduciary Trust's BURL Position: Q2 2026 in Review

Fiduciary Trust increased its Burlington (BURL) stake by 0.33% in Q2 2026, buying an estimated $967 and bringing the position to 923 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Fiduciary Trust first reported a position in BURL in Q4 2020 and has held it in 6 quarters since. The position peaked at $299K in Q1 2026. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Fiduciary Trust held 923 shares of Burlington worth $292K as of Q2 2026.
  • Fiduciary Trust bought 3 Burlington shares in Q2 2026, an estimated $967.
  • Burlington made up ﹤0.01% of Fiduciary Trust's portfolio in Q2 2026, its #758 holding.
  • Fiduciary Trust first reported a position in Burlington in Q4 2020 and has held it in 6 quarters since.
  • Fiduciary Trust's Burlington position peaked at $299K in Q1 2026.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.