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Pinnacle Wealth Planning Services’s Burlington BURL Stock Holding History

Pinnacle Wealth Planning Services’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 		$5.39K Sell
17
-1
-6% -$322 ﹤0.01% 2272
2026
Q1 		$5.86K Buy
18
+4
+29% +$1.23K ﹤0.01% 2214
2025
Q4 		$4.04K Buy
+14
New +$3.8K ﹤0.01% 2335
2021
Q1 		– Sell
-34
Closed -$9K – 578
2020
Q4 		$9K Buy
+34
New +$7.58K ﹤0.01% 1416

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

Pinnacle Wealth Planning Services's BURL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Burlington (BURL) stake by 5.6% in Q2 2026, selling an estimated $322 and leaving 17 shares worth $5.39K. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

Pinnacle Wealth Planning Services first reported a position in BURL in Q4 2020 and has held it in 4 quarters since. The position peaked at $9K in Q4 2020. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 17 shares of Burlington worth $5.39K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 1 Burlington share in Q2 2026, an estimated $322.
  • Burlington made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2272 holding.
  • Pinnacle Wealth Planning Services first reported a position in Burlington in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Burlington position peaked at $9K in Q4 2020.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.