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Kiker Wealth Management’s Burlington BURL Stock Holding History

Kiker Wealth Management’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 		$2M Buy
+6,300
New +$2.03M 0.78% 32
2025
Q1 		– Sell
-3,677
Closed -$1.05M – 719
2024
Q4 		$1.05M Buy
+3,677
New +$994K 0.85% 31

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

Kiker Wealth Management's BURL Position: Q2 2026 in Review

Kiker Wealth Management opened a new position in Burlington (BURL) in Q2 2026: 6,300 shares worth $2M. The stake represents 0.78% of the portfolio and ranks #32 among its holdings. This is a return to the name: Kiker Wealth Management previously reported a position in BURL as recently as Q4 2024.

Kiker Wealth Management first reported a position in BURL in Q4 2024 and has held it in 2 quarters since. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Kiker Wealth Management held 6,300 shares of Burlington worth $2M as of Q2 2026.
  • Burlington was a new Kiker Wealth Management position in Q2 2026.
  • Burlington made up 0.78% of Kiker Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Kiker Wealth Management first reported a position in Burlington in Q4 2024 and has held it in 2 quarters since.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Kiker Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.