LCM
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Logan Capital Management’s Burlington BURL Stock Holding History

Logan Capital 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 		$20M Buy
+63,001
New +$20.3M 0.74% 29
2026
Q1 		– Sell
-58,953
Closed -$18.1M – 309
2025
Q4 		$17M Buy
58,953
+4,019
+7% +$1.09M 0.72% 31
2025
Q3 		$14M Buy
54,934
+1,114
+2% +$303K 0.59% 39
2025
Q2 		$12.5M Sell
53,820
-679
-1% -$161K 0.58% 46
2025
Q1 		$13M Sell
54,499
-212
-0.4% -$54.9K 0.59% 50
2024
Q4 		$15.6M Sell
54,711
-1,643
-3% -$444K 0.65% 42
2024
Q3 		$14.8M Buy
56,354
+4,695
+9% +$1.22M 0.61% 48
2024
Q2 		$12.4M Sell
51,659
-908
-2% -$187K 0.53% 53
2024
Q1 		$12.2M Buy
52,567
+5,985
+13% +$1.22M 0.52% 57
2023
Q4 		$9.06M Sell
46,582
-7,969
-15% -$1.19M 0.42% 73
2023
Q3 		$7.38M Buy
54,551
+20,966
+62% +$3.36M 0.38% 79
2023
Q2 		$5.29M Sell
33,585
-363
-1% -$62.3K 0.25% 105
2023
Q1 		$6.86M Buy
33,948
+1,057
+3% +$231K 0.33% 87
2022
Q4 		$6.67M Sell
32,891
-954
-3% -$152K 0.34% 86
2022
Q3 		$3.79M Buy
33,845
+4,241
+14% +$618K 0.23% 110
2022
Q2 		$4.03M Buy
29,604
+11,676
+65% +$2.11M 0.23% 110
2022
Q1 		$3.27M Buy
17,928
+2,216
+14% +$486K 0.16% 131
2021
Q4 		$4.58M Sell
15,712
-675
-4% -$190K 0.2% 116
2021
Q3 		$4.65M Buy
16,387
+15,737
+2,421% +$5.03M 0.22% 117
2021
Q2 		$209K Buy
+650
New +$207K 0.01% 282

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

Logan Capital Management's BURL Position: Q2 2026 in Review

Logan Capital Management opened a new position in Burlington (BURL) in Q2 2026: 63,001 shares worth $20M. The stake represents 0.74% of the portfolio and ranks #29 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in BURL as recently as Q4 2025.

Logan Capital Management first reported a position in BURL in Q2 2021 and has held it in 20 quarters since. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Logan Capital Management held 63,001 shares of Burlington worth $20M as of Q2 2026.
  • Burlington was a new Logan Capital Management position in Q2 2026.
  • Burlington made up 0.74% of Logan Capital Management's portfolio in Q2 2026, its #29 holding.
  • Logan Capital Management first reported a position in Burlington in Q2 2021 and has held it in 20 quarters since.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.