MFG
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Merit Financial Group’s Burlington BURL Stock Holding History

Merit Financial 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 		$2.26M Sell
7,134
-23
-0.3% -$7.42K 0.01% 699
2026
Q1 		$2.33M Buy
7,157
+4,431
+163% +$1.36M 0.02% 607
2025
Q4 		$787K Buy
2,726
+1,570
+136% +$426K 0.01% 1047
2025
Q3 		$294K Sell
1,156
-343
-23% -$93.2K ﹤0.01% 1470
2025
Q2 		$349K Sell
1,499
-139
-8% -$33K ﹤0.01% 1263
2025
Q1 		$390K Buy
1,638
+456
+39% +$118K 0.01% 1034
2024
Q4 		$337K Buy
+1,182
New +$319K 0.01% 883

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

Merit Financial Group's BURL Position: Q2 2026 in Review

Merit Financial Group reduced its Burlington (BURL) stake by 0.32% in Q2 2026, selling an estimated $7.42K and leaving 7,134 shares worth $2.26M. The position accounts for 0.01% of the portfolio, ranked #699.

Merit Financial Group first reported a position in BURL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.33M in Q1 2026. 650 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Merit Financial Group held 7,134 shares of Burlington worth $2.26M as of Q2 2026.
  • Merit Financial Group sold 23 Burlington shares in Q2 2026, an estimated $7.42K.
  • Burlington made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #699 holding.
  • Merit Financial Group first reported a position in Burlington in Q4 2024 and has held it in 7 quarters since.
  • Merit Financial Group's Burlington position peaked at $2.33M in Q1 2026.
  • 650 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.