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Principal Securities’s Burlington BURL Stock Holding History

Principal Securities’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 		$259K Buy
+817
New +$263K ﹤0.01% 1391
2025
Q4 		– Sell
-188
Closed -$47.8K – 1640
2025
Q3 		$47.8K Sell
188
-39
-17% -$10.6K ﹤0.01% 1970
2025
Q2 		$52.8K Buy
227
+18
+9% +$4.28K ﹤0.01% 1842
2025
Q1 		$59.6K Hold
209
– – ﹤0.01% 1682
2024
Q4 		$59.6K Buy
209
+19
+10% +$5.13K ﹤0.01% 1680
2024
Q3 		$50.1K Buy
190
+12
+7% +$3.11K ﹤0.01% 1693
2024
Q2 		$42.7K Buy
178
+12
+7% +$2.47K ﹤0.01% 1692
2024
Q1 		$38.5K Buy
166
+44
+36% +$8.98K ﹤0.01% 1692
2023
Q4 		$23.7K Buy
+122
New +$18.2K ﹤0.01% 1838

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

Principal Securities's BURL Position: Q2 2026 in Review

Principal Securities opened a new position in Burlington (BURL) in Q2 2026: 817 shares worth $259K. The stake represents ﹤0.01% of the portfolio and ranks #1391 among its holdings. This is a return to the name: Principal Securities previously reported a position in BURL as recently as Q3 2025.

Principal Securities first reported a position in BURL in Q4 2023 and has held it in 9 quarters since. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Principal Securities held 817 shares of Burlington worth $259K as of Q2 2026.
  • Burlington was a new Principal Securities position in Q2 2026.
  • Burlington made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1391 holding.
  • Principal Securities first reported a position in Burlington in Q4 2023 and has held it in 9 quarters since.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.