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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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Phoenix Financial's BURL Position: Q1 2026 in Review

Phoenix Financial reduced its Burlington (BURL) stake by 13% in Q1 2026, selling an estimated $38.9K and leaving 842 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Phoenix Financial first reported a position in BURL in Q4 2025 and has held it in 2 quarters since. The position peaked at $280K in Q4 2025. 626 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

  • Phoenix Financial held 842 shares of Burlington worth $274K as of Q1 2026.
  • Phoenix Financial sold 127 Burlington shares in Q1 2026, an estimated $38.9K.
  • Burlington made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #402 holding.
  • Phoenix Financial first reported a position in Burlington in Q4 2025 and has held it in 2 quarters since.
  • Phoenix Financial's Burlington position peaked at $280K in Q4 2025.
  • 626 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.