Optima Capital’s Burlington BURL Stock Holding History

Optima Capital’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 Q1	–	Sell	-2	Closed	-$578	–	311
2025 Q4	$578	Buy	+2	New	+$543	﹤0.01%	1114

Other funds holding BURL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optima Capital's BURL Position: Q1 2026 in Review

Optima Capital sold out of Burlington (BURL) in Q1 2026, closing a stake of 2 shares — an estimated $578 sold.

Optima Capital first reported a position in BURL in Q4 2025 and held it in 1 quarter. The position peaked at $578 in Q4 2025. 625 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

Optima Capital reported no remaining Burlington position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 2 Burlington shares in Q1 2026, an estimated $578.
Optima Capital first reported a position in Burlington in Q4 2025 and held it in 1 quarter.
Optima Capital's Burlington position peaked at $578 in Q4 2025.
625 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.