IFWM
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Institute for Wealth Management’s Burlington BURL Stock Holding History

Institute for 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 		$5.7K Buy
+18
New +$5.8K ﹤0.01% 1437

Other funds holding BURL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Institute for Wealth Management's BURL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Burlington (BURL) in Q2 2026: 18 shares worth $5.7K. The stake represents ﹤0.01% of the portfolio and ranks #1437 among its holdings.

317 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Institute for Wealth Management held 18 shares of Burlington worth $5.7K as of Q2 2026.
  • Burlington was a new Institute for Wealth Management position in Q2 2026.
  • Burlington made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1437 holding.
  • 317 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.