JWA
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JFS Wealth Advisors’s Burlington BURL Stock Holding History

JFS Wealth 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 		$31.7K Hold
100
– – ﹤0.01% 639
2026
Q1 		$32.5K Hold
100
– – ﹤0.01% 611
2025
Q4 		$28.9K Sell
100
-411
-80% -$111K ﹤0.01% 654
2025
Q3 		$130K Buy
511
+488
+2,122% +$133K 0.01% 374
2025
Q2 		$5.35K Sell
23
-2
-8% -$475 ﹤0.01% 1061
2025
Q1 		$5.96K Hold
25
– – ﹤0.01% 1049
2024
Q4 		$7.13K Sell
25
-6
-19% -$1.62K ﹤0.01% 978
2024
Q3 		$8.17K Buy
31
+9
+41% +$2.33K ﹤0.01% 928
2024
Q2 		$5.28K Buy
22
+8
+57% +$1.65K ﹤0.01% 1046
2024
Q1 		$3.25K Buy
14
+4
+40% +$816 ﹤0.01% 1265
2023
Q4 		$1.95K Buy
10
+1
+11% +$149 ﹤0.01% 1452
2023
Q3 		$1.22K Sell
9
-3
-25% -$481 ﹤0.01% 1535
2023
Q2 		$1.89K Sell
12
-4
-25% -$686 ﹤0.01% 1403
2023
Q1 		$3.23K Buy
16
+4
+33% +$874 ﹤0.01% 1171
2022
Q4 		$2.43K Hold
12
– – ﹤0.01% 1300
2022
Q3 		$1K Buy
12
+8
+200% +$1.17K ﹤0.01% 1495
2022
Q2 		$1K Sell
4
-7
-64% -$1.27K ﹤0.01% 1479
2022
Q1 		$2K Buy
11
+8
+267% +$1.75K ﹤0.01% 1382
2021
Q4 		$1K Buy
+3
New +$844 ﹤0.01% 1277

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

JFS Wealth Advisors's BURL Position: Q2 2026 in Review

JFS Wealth Advisors held its Burlington (BURL) position steady in Q2 2026 at 100 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

JFS Wealth Advisors first reported a position in BURL in Q4 2021 and has held it in 19 quarters since. The position peaked at $130K in Q3 2025. 650 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • JFS Wealth Advisors held 100 shares of Burlington worth $31.7K as of Q2 2026.
  • JFS Wealth Advisors left its Burlington share count unchanged in Q2 2026.
  • Burlington made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #639 holding.
  • JFS Wealth Advisors first reported a position in Burlington in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Burlington position peaked at $130K in Q3 2025.
  • 650 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.