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J. Safra Sarasin Holding’s Burlington BURL Stock Holding History

J. Safra Sarasin Holding’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 		$834K Buy
+2,632
New +$849K 0.01% 428
2025
Q3 		– Sell
-7,627
Closed -$1.77M – 489
2025
Q2 		$1.77M Buy
+7,627
New +$1.81M 0.03% 250
2025
Q1 		– Sell
-10,289
Closed -$2.93M – 487
2024
Q4 		$2.93M Buy
+10,289
New +$2.78M 0.05% 177

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

J. Safra Sarasin Holding's BURL Position: Q2 2026 in Review

J. Safra Sarasin Holding opened a new position in Burlington (BURL) in Q2 2026: 2,632 shares worth $834K. The stake represents 0.01% of the portfolio and ranks #428 among its holdings. This is a return to the name: J. Safra Sarasin Holding previously reported a position in BURL as recently as Q2 2025.

J. Safra Sarasin Holding first reported a position in BURL in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.93M in Q4 2024. 656 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • J. Safra Sarasin Holding held 2,632 shares of Burlington worth $834K as of Q2 2026.
  • Burlington was a new J. Safra Sarasin Holding position in Q2 2026.
  • Burlington made up 0.01% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #428 holding.
  • J. Safra Sarasin Holding first reported a position in Burlington in Q4 2024 and has held it in 3 quarters since.
  • J. Safra Sarasin Holding's Burlington position peaked at $2.93M in Q4 2024.
  • 656 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.