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Golden State Wealth Management’s Burlington BURL Stock Holding History

Golden State Wealth Management’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 		$11.4K Hold
36
– – ﹤0.01% 1091
2026
Q1 		$11.7K Hold
36
– – ﹤0.01% 1054
2025
Q4 		$10.4K Sell
36
-68
-65% -$18.4K ﹤0.01% 1096
2025
Q3 		$26.5K Hold
104
– – ﹤0.01% 844
2025
Q2 		$24.2K Hold
104
– – ﹤0.01% 836
2025
Q1 		$24.8K Buy
104
+75
+259% +$19.4K ﹤0.01% 752
2024
Q4 		$8.27K Buy
+29
New +$7.84K ﹤0.01% 1006

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

Golden State Wealth Management's BURL Position: Q2 2026 in Review

Golden State Wealth Management held its Burlington (BURL) position steady in Q2 2026 at 36 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Golden State Wealth Management first reported a position in BURL in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.5K in Q3 2025. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Golden State Wealth Management held 36 shares of Burlington worth $11.4K as of Q2 2026.
  • Golden State Wealth Management left its Burlington share count unchanged in Q2 2026.
  • Burlington made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1091 holding.
  • Golden State Wealth Management first reported a position in Burlington in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Burlington position peaked at $26.5K in Q3 2025.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.