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BURL icon

Greenleaf Trust’s Burlington BURL Stock Holding History

Greenleaf 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 		$233K Sell
735
-15
-2% -$4.84K ﹤0.01% 786
2026
Q1 		$244K Buy
750
+37
+5% +$11.3K ﹤0.01% 721
2025
Q4 		$206K Buy
+713
New +$193K ﹤0.01% 790
2025
Q1 		– Sell
-989
Closed -$282K – 803
2024
Q4 		$282K Buy
989
+34
+4% +$9.19K ﹤0.01% 671
2024
Q3 		$252K Buy
955
+28
+3% +$7.25K ﹤0.01% 728
2024
Q2 		$222K Buy
+927
New +$191K ﹤0.01% 723
2022
Q1 		– Sell
-1,011
Closed -$295K – 763
2021
Q4 		$295K Sell
1,011
-60
-6% -$16.9K ﹤0.01% 605
2021
Q3 		$304K Buy
1,071
+16
+2% +$5.12K ﹤0.01% 574
2021
Q2 		$340K Sell
1,055
-18
-2% -$5.73K ﹤0.01% 524
2021
Q1 		$321K Buy
1,073
+138
+15% +$37.5K ﹤0.01% 522
2020
Q4 		$245K Buy
+935
New +$208K ﹤0.01% 528

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

Greenleaf Trust's BURL Position: Q2 2026 in Review

Greenleaf Trust reduced its Burlington (BURL) stake by 2% in Q2 2026, selling an estimated $4.84K and leaving 735 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Greenleaf Trust first reported a position in BURL in Q4 2020 and has held it in 11 quarters since. The position peaked at $340K in Q2 2021. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Greenleaf Trust held 735 shares of Burlington worth $233K as of Q2 2026.
  • Greenleaf Trust sold 15 Burlington shares in Q2 2026, an estimated $4.84K.
  • Burlington made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #786 holding.
  • Greenleaf Trust first reported a position in Burlington in Q4 2020 and has held it in 11 quarters since.
  • Greenleaf Trust's Burlington position peaked at $340K in Q2 2021.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.