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 		– Sell
-63,183
Closed -$20.6M – 476
2026
Q1 		$20.6M Buy
+63,183
New +$19.4M 0.9% 29

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.