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Jefferies Financial Group’s Burlington BURL Stock Holding History

Jefferies Financial Group’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
2025
Q3 		– Sell
-9,300
Closed -$2.16M – 1477
2025
Q2 		$2.16M Buy
+9,300
New +$2.21M 0.02% 504
2023
Q4 		– Sell
-2,500
Closed -$338K – 1713
2023
Q3 		$338K Buy
+2,500
New +$401K ﹤0.01% 1200

Other funds holding BURL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jefferies Financial Group's BURL Position: Q1 2026 in Review

Jefferies Financial Group opened a new position in Burlington (BURL) in Q1 2026: 10,648 shares worth $3.46M. The stake represents 0.02% of the portfolio and ranks #430 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in BURL as recently as Q3 2025.

Jefferies Financial Group first reported a position in BURL in Q4 2022 and has held it in 7 quarters since. 625 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

  • Jefferies Financial Group held 10,648 shares of Burlington worth $3.46M as of Q1 2026.
  • Burlington was a new Jefferies Financial Group position in Q1 2026.
  • Burlington made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #430 holding.
  • Jefferies Financial Group first reported a position in Burlington in Q4 2022 and has held it in 7 quarters since.
  • 625 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.