Poinciana Advisors Group’s Burlington BURL Stock Holding History

Poinciana Advisors Group’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	-657	Closed	-$214K	–	122
2026 Q1	$214K	Buy	+657	New	+$201K	0.17%	119

Other funds holding BURL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Poinciana Advisors Group's BURL Position: Q2 2026 in Review

Poinciana Advisors Group sold out of Burlington (BURL) in Q2 2026, closing a stake of 657 shares — an estimated $214K sold.

Poinciana Advisors Group first reported a position in BURL in Q1 2026 and held it in 1 quarter. The position peaked at $214K in Q1 2026. 294 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Poinciana Advisors Group reported no remaining Burlington position as of Q2 2026 after selling out during the quarter.
Poinciana Advisors Group sold 657 Burlington shares in Q2 2026, an estimated $214K.
Poinciana Advisors Group first reported a position in Burlington in Q1 2026 and held it in 1 quarter.
Poinciana Advisors Group's Burlington position peaked at $214K in Q1 2026.
294 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.