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LRI Investments’s Burlington BURL Stock Holding History

LRI Investments’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 		$1.27K Sell
4
-14
-78% -$4.51K ﹤0.01% 1322
2026
Q1 		$5.86K Sell
18
-200
-92% -$61.3K ﹤0.01% 1044
2025
Q4 		$62.9K Buy
+218
New +$59.1K 0.01% 506

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

LRI Investments's BURL Position: Q2 2026 in Review

LRI Investments reduced its Burlington (BURL) stake by 78% in Q2 2026, selling an estimated $4.51K and leaving 4 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

LRI Investments first reported a position in BURL in Q4 2025 and has held it in 3 quarters since. The position peaked at $62.9K in Q4 2025. 655 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • LRI Investments held 4 shares of Burlington worth $1.27K as of Q2 2026.
  • LRI Investments sold 14 Burlington shares in Q2 2026, an estimated $4.51K.
  • Burlington made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1322 holding.
  • LRI Investments first reported a position in Burlington in Q4 2025 and has held it in 3 quarters since.
  • LRI Investments's Burlington position peaked at $62.9K in Q4 2025.
  • 655 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.