Kestra Advisory Services’s Burlington BURL Stock Holding History

Kestra Advisory Services’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	$258K	Buy	+814	New	+$263K	﹤0.01%	2898
2026 Q1	–	Sell	-523	Closed	-$151K	–	3290
2025 Q4	$151K	Buy	+523	New	+$142K	﹤0.01%	3119
2025 Q1	–	Sell	-846	Closed	-$241K	–	2775
2024 Q4	$241K	Buy	846 +76	+10%	+$20.5K	﹤0.01%	2381
2024 Q3	$203K	Buy	+770	New	+$199K	﹤0.01%	2366
2023 Q3	–	Sell	-1,609	Closed	-$253K	–	2125
2023 Q2	$253K	Buy	+1,609	New	+$276K	﹤0.01%	1750
2023 Q1	–	Sell	-1,375	Closed	-$279K	–	2096
2022 Q4	$279K	Buy	+1,375	New	+$220K	﹤0.01%	1796
2022 Q3	–	Sell	-1,583	Closed	-$216K	–	2120
2022 Q2	$216K	Buy	1,583 +315	+25%	+$57K	﹤0.01%	1856
2022 Q1	$231K	Buy	1,268 +42	+3%	+$9.2K	﹤0.01%	1754
2021 Q4	$357K	Sell	1,226 -63	-5%	-$17.7K	﹤0.01%	1508
2021 Q3	$366K	Buy	1,289 +11	+0.9%	+$3.52K	﹤0.01%	1553
2021 Q2	$412K	Buy	1,278 +156	+14%	+$49.7K	﹤0.01%	1387
2021 Q1	$335K	Buy	+1,122	New	+$305K	﹤0.01%	1393

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 $3.37T AUM 44.26% 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

Kestra Advisory Services's BURL Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in Burlington (BURL) in Q2 2026: 814 shares worth $258K. The stake represents ﹤0.01% of the portfolio and ranks #2898 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in BURL as recently as Q4 2025.

Kestra Advisory Services first reported a position in BURL in Q1 2021 and has held it in 12 quarters since. The position peaked at $412K in Q2 2021. 655 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Kestra Advisory Services held 814 shares of Burlington worth $258K as of Q2 2026.
Burlington was a new Kestra Advisory Services position in Q2 2026.
Burlington made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2898 holding.
Kestra Advisory Services first reported a position in Burlington in Q1 2021 and has held it in 12 quarters since.
Kestra Advisory Services's Burlington position peaked at $412K in Q2 2021.
655 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.