Nisa Investment Advisors’s Burlington BURL Stock Holding History

Nisa Investment Advisors’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	$605K	Buy	1,911 +96	+5%	+$31K	﹤0.01%	929
2026 Q1	$591K	Sell	1,815 -1,247	-41%	-$382K	﹤0.01%	919
2025 Q4	$884K	Sell	3,062 -112	-4%	-$30.4K	﹤0.01%	851
2025 Q3	$808K	Buy	3,174 +2,834	+834%	+$770K	﹤0.01%	899
2025 Q2	$79.1K	Sell	340 -85	-20%	-$20.2K	﹤0.01%	1469
2025 Q1	$101K	Hold	425	–	–	﹤0.01%	1404
2024 Q4	$121K	Sell	425 -4,145	-91%	-$1.12M	﹤0.01%	1420
2024 Q3	$1.2M	Buy	4,570 +4,155	+1,001%	+$1.08M	0.01%	810
2024 Q2	$99.6K	Sell	415 -1,667	-80%	-$343K	﹤0.01%	1477
2024 Q1	$483K	Buy	2,082 +1,742	+512%	+$355K	﹤0.01%	1094
2023 Q4	$66.1K	Buy	340 +40	+13%	+$5.97K	﹤0.01%	1558
2023 Q3	$40.6K	Hold	300	–	–	﹤0.01%	1791
2023 Q2	$47.2K	Hold	300	–	–	﹤0.01%	1766
2023 Q1	$61K	Hold	300	–	–	﹤0.01%	1647
2022 Q4	$61K	Hold	300	–	–	﹤0.01%	1709
2022 Q3	$34K	Hold	300	–	–	﹤0.01%	1883
2022 Q2	$41K	Hold	300	–	–	﹤0.01%	1797
2022 Q1	$55K	Hold	300	–	–	﹤0.01%	1807
2021 Q4	$71K	Hold	300	–	–	﹤0.01%	1628
2021 Q3	$85K	Hold	300	–	–	﹤0.01%	1767
2021 Q2	$97K	Sell	300 -1,500	-83%	-$477K	﹤0.01%	1708
2021 Q1	$538K	Sell	1,800 -1,300	-42%	-$353K	﹤0.01%	1153
2020 Q4	$811K	Sell	3,100 -1,000	-24%	-$223K	0.01%	1015
2020 Q3	$845K	Hold	4,100	–	–	0.01%	864
2020 Q2	$807K	Hold	4,100	–	–	0.01%	857
2020 Q1	$650K	Buy	4,100 +530	+15%	+$112K	0.01%	845
2019 Q4	$814K	Sell	3,570 -15	-0.4%	-$3.13K	0.01%	948
2019 Q3	$716K	Hold	3,585	–	–	0.01%	972
2019 Q2	$610K	Buy	3,585 +85	+2%	+$13.9K	0.01%	1010
2019 Q1	$548K	Hold	3,500	–	–	0.01%	1026
2018 Q4	$569K	Hold	3,500	–	–	0.01%	954
2018 Q3	$570K	Hold	3,500	–	–	0.01%	1062
2018 Q2	$527K	Hold	3,500	–	–	0.01%	1038
2018 Q1	$429K	Hold	3,500	–	–	﹤0.01%	1064
2017 Q4	$431K	Hold	3,500	–	–	﹤0.01%	1078
2017 Q3	$334K	Hold	3,500	–	–	﹤0.01%	1127
2017 Q2	$342K	Sell	3,500 -210	-6%	-$20.2K	﹤0.01%	1112
2017 Q1	$361K	Buy	3,710 +1,310	+55%	+$116K	﹤0.01%	1119
2016 Q4	$203K	Sell	2,400 -400	-14%	-$32.3K	﹤0.01%	1242
2016 Q3	$227K	Hold	2,800	–	–	﹤0.01%	1193
2016 Q2	$187K	Buy	2,800 +2,000	+250%	+$117K	﹤0.01%	1228
2016 Q1	$45K	Buy	+800	New	+$41.8K	﹤0.01%	1404

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 $3.38T AUM 44.17% 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

Nisa Investment Advisors's BURL Position: Q2 2026 in Review

Nisa Investment Advisors increased its Burlington (BURL) stake by 5.3% in Q2 2026, buying an estimated $31K and bringing the position to 1,911 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Nisa Investment Advisors first reported a position in BURL in Q1 2016 and has held it in 42 quarters since. The position peaked at $1.2M in Q3 2024. 656 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Nisa Investment Advisors held 1,911 shares of Burlington worth $605K as of Q2 2026.
Nisa Investment Advisors bought 96 Burlington shares in Q2 2026, an estimated $31K.
Burlington made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #929 holding.
Nisa Investment Advisors first reported a position in Burlington in Q1 2016 and has held it in 42 quarters since.
Nisa Investment Advisors's Burlington position peaked at $1.2M in Q3 2024.
656 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.