Financial Consulate’s Burlington BURL Stock Holding History

Financial Consulate’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	$1.9K	Buy	6 +5	+500%	+$1.61K	﹤0.01%	1040
2026 Q1	$326	Buy	+1	New	+$306	﹤0.01%	1331

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

Financial Consulate's BURL Position: Q2 2026 in Review

Financial Consulate increased its Burlington (BURL) stake by 500% in Q2 2026, buying an estimated $1.61K and bringing the position to 6 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Financial Consulate first reported a position in BURL in Q1 2026 and has held it in 2 quarters since. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Financial Consulate held 6 shares of Burlington worth $1.9K as of Q2 2026.
Financial Consulate bought 5 Burlington shares in Q2 2026, an estimated $1.61K.
Burlington made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1040 holding.
Financial Consulate first reported a position in Burlington in Q1 2026 and has held it in 2 quarters since.
654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.