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HFM Investment Advisors’s Burlington BURL Stock Holding History

HFM Investment Advisors’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 		$2.54K Buy
8
+5
+167% +$1.61K ﹤0.01% 371
2026
Q1 		$976 Hold
3
– – ﹤0.01% 413
2025
Q4 		$867 Hold
3
– – ﹤0.01% 504
2025
Q3 		$764 Hold
3
– – ﹤0.01% 483
2025
Q2 		$698 Buy
3
+1
+50% +$238 ﹤0.01% 514
2025
Q1 		$477 Buy
+2
New +$518 ﹤0.01% 304

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's BURL Position: Q2 2026 in Review

HFM Investment Advisors increased its Burlington (BURL) stake by 167% in Q2 2026, buying an estimated $1.61K and bringing the position to 8 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

HFM Investment Advisors first reported a position in BURL in Q1 2025 and has held it in 6 quarters since. 656 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • HFM Investment Advisors held 8 shares of Burlington worth $2.54K as of Q2 2026.
  • HFM Investment Advisors bought 5 Burlington shares in Q2 2026, an estimated $1.61K.
  • Burlington made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #371 holding.
  • HFM Investment Advisors first reported a position in Burlington in Q1 2025 and has held it in 6 quarters since.
  • 656 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.