Phoenix Financial’s Burlington BURL Stock Holding History

Phoenix Financial’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	–	Sell	-842	Closed	-$274K	–	535
2026 Q1	$274K	Sell	842 -127	-13%	-$38.9K	﹤0.01%	402
2025 Q4	$280K	Buy	+969	New	+$263K	﹤0.01%	394

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

Phoenix Financial's BURL Position: Q2 2026 in Review

Phoenix Financial sold out of Burlington (BURL) in Q2 2026, closing a stake of 842 shares — an estimated $274K sold.

Phoenix Financial first reported a position in BURL in Q4 2025 and held it in 2 quarters. The position peaked at $280K in Q4 2025. 656 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Phoenix Financial reported no remaining Burlington position as of Q2 2026 after selling out during the quarter.
Phoenix Financial sold 842 Burlington shares in Q2 2026, an estimated $274K.
Phoenix Financial first reported a position in Burlington in Q4 2025 and held it in 2 quarters.
Phoenix Financial's Burlington position peaked at $280K in Q4 2025.
656 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.