First National Advisers’s Burlington BURL Stock Holding History

First National Advisers’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 Q1	$846K	Sell	2,600 -483	-16%	-$148K	0.12%	134
2025 Q4	$891K	Sell	3,083 -146	-5%	-$39.6K	0.12%	133
2025 Q3	$822K	Sell	3,229 -527	-14%	-$143K	0.11%	140
2025 Q2	$874K	Buy	3,756 +210	+6%	+$49.9K	0.13%	139
2025 Q1	$845K	Buy	+3,546	New	+$919K	0.14%	138
2024 Q4	–	Sell	-3,116	Closed	-$821K	–	182
2024 Q3	$821K	Buy	3,116 +141	+5%	+$36.5K	0.13%	133
2024 Q2	$714K	Buy	2,975 +465	+19%	+$95.7K	0.13%	134
2024 Q1	$583K	Buy	+2,510	New	+$512K	0.13%	139

Other funds holding BURL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First National Advisers's BURL Position: Q1 2026 in Review

First National Advisers reduced its Burlington (BURL) stake by 16% in Q1 2026, selling an estimated $148K and leaving 2,600 shares worth $846K. The position accounts for 0.12% of the portfolio, ranked #134.

First National Advisers first reported a position in BURL in Q1 2024 and has held it in 8 quarters since. The position peaked at $891K in Q4 2025. 624 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

First National Advisers held 2,600 shares of Burlington worth $846K as of Q1 2026.
First National Advisers sold 483 Burlington shares in Q1 2026, an estimated $148K.
Burlington made up 0.12% of First National Advisers's portfolio in Q1 2026, its #134 holding.
First National Advisers first reported a position in Burlington in Q1 2024 and has held it in 8 quarters since.
First National Advisers's Burlington position peaked at $891K in Q4 2025.
624 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on First National Advisers's 13F filing for Q1 2026, filed 8 May 2026.