Jones Financial Companies’s Burlington BURL Stock Holding History

Jones Financial Companies’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	$14M	Buy	43,596 +18,185	+72%	+$5.86M	0.01%	794
2026 Q1	$7.95M	Buy	25,411 +25,215	+12,865%	+$7.72M	﹤0.01%	902
2025 Q4	$56.6K	Buy	196 +26	+15%	+$7.05K	﹤0.01%	2459
2025 Q3	$44.7K	Buy	170 +47	+38%	+$12.8K	﹤0.01%	2432
2025 Q2	$28.4K	Buy	123 +31	+34%	+$7.37K	﹤0.01%	2453
2025 Q1	$21.9K	Buy	92 +7	+8%	+$1.81K	﹤0.01%	2395
2024 Q4	$24.2K	Buy	85 +23	+37%	+$6.21K	﹤0.01%	2169
2024 Q3	$16.4K	Buy	62 +40	+182%	+$10.4K	﹤0.01%	2025
2024 Q2	$5.28K	Buy	22 +8	+57%	+$1.65K	﹤0.01%	1931
2024 Q1	$3.25K	Buy	+14	New	+$2.86K	﹤0.01%	1220
2022 Q3	–	Sell	-6	Closed	-$1K	–	556
2022 Q2	$1K	Buy	+6	New	+$1.09K	﹤0.01%	619
2022 Q1	–	Sell	-18	Closed	-$5K	–	699
2021 Q4	$5K	Hold	18	–	–	﹤0.01%	637
2021 Q3	$5K	Hold	18	–	–	﹤0.01%	569
2021 Q2	$6K	Hold	18	–	–	﹤0.01%	531
2021 Q1	$5K	Buy	18 +4	+29%	+$1.09K	﹤0.01%	612
2020 Q4	$4K	Buy	+14	New	+$3.12K	﹤0.01%	514

Other funds holding BURL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jones Financial Companies's BURL Position: Q2 2026 in Review

Jones Financial Companies increased its Burlington (BURL) stake by 72% in Q2 2026, buying an estimated $5.86M and bringing the position to 43,596 shares worth $14M. The position accounts for 0.01% of the portfolio, ranked #794.

Jones Financial Companies first reported a position in BURL in Q4 2020 and has held it in 16 quarters since. 656 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Jones Financial Companies held 43,596 shares of Burlington worth $14M as of Q2 2026.
Jones Financial Companies bought 18,185 Burlington shares in Q2 2026, an estimated $5.86M.
Burlington made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #794 holding.
Jones Financial Companies first reported a position in Burlington in Q4 2020 and has held it in 16 quarters since.
656 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.