Mather Group’s Burlington BURL Stock Holding History

Mather Group’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	$44K	Hold	139	–	–	﹤0.01%	1136
2026 Q1	$45.2K	Buy	+139	New	+$42.6K	﹤0.01%	1083
2025 Q4	–	Sell	-143	Closed	-$36.4K	–	784
2025 Q3	$36.4K	Buy	+143	New	+$38.8K	﹤0.01%	983
2025 Q2	–	Sell	-169	Closed	-$40.3K	–	764
2025 Q1	$40.3K	Hold	169	–	–	﹤0.01%	935
2024 Q4	$48.2K	Hold	169	–	–	﹤0.01%	882
2024 Q3	$44.5K	Sell	169 -30	-15%	-$7.76K	﹤0.01%	903
2024 Q2	$46.2K	Sell	199 -9	-4%	-$1.85K	﹤0.01%	1022
2024 Q1	$40.5K	Buy	+208	New	+$42.4K	﹤0.01%	920

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

Mather Group's BURL Position: Q2 2026 in Review

Mather Group held its Burlington (BURL) position steady in Q2 2026 at 139 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Mather Group first reported a position in BURL in Q1 2024 and has held it in 8 quarters since. The position peaked at $48.2K in Q4 2024. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Mather Group held 139 shares of Burlington worth $44K as of Q2 2026.
Mather Group left its Burlington share count unchanged in Q2 2026.
Burlington made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1136 holding.
Mather Group first reported a position in Burlington in Q1 2024 and has held it in 8 quarters since.
Mather Group's Burlington position peaked at $48.2K in Q4 2024.
654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.