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Johnson Financial Group Inc (Wisconsin)’s Burlington BURL Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		– Sell
-6
Closed -$1.95K – 834
2026
Q1 		$1.95K Hold
6
– – ﹤0.01% 791
2025
Q4 		$1.73K Hold
6
– – ﹤0.01% 834
2025
Q3 		$1.53K Buy
+6
New +$1.63K ﹤0.01% 963
2025
Q2 		– Sell
-295
Closed -$70.3K – 736
2025
Q1 		$70.3K Buy
+295
New +$76.4K ﹤0.01% 552
2024
Q3 		– Sell
-5
Closed -$1.2K – 933
2024
Q2 		$1.2K Buy
+5
New +$1.03K ﹤0.01% 716

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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
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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

Johnson Financial Group Inc (Wisconsin)'s BURL Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Burlington (BURL) in Q2 2026, closing a stake of 6 shares — an estimated $1.95K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in BURL in Q2 2024 and held it in 5 quarters. The position peaked at $70.3K in Q1 2025. 650 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Burlington position as of Q2 2026 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 6 Burlington shares in Q2 2026, an estimated $1.95K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Burlington in Q2 2024 and held it in 5 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Burlington position peaked at $70.3K in Q1 2025.
  • 650 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.