Private Advisor Group’s Burlington BURL Stock Holding History

Private Advisor 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 Q3	$233K	Buy	+872	New	+$271K	﹤0.01%	2769
2022 Q1	–	Sell	-739	Closed	-$215K	–	2112
2021 Q4	$215K	Sell	739 -1,939	-72%	-$545K	﹤0.01%	1900
2021 Q3	$759K	Sell	2,678 -1,489	-36%	-$476K	﹤0.01%	1328
2021 Q2	$1.34M	Buy	+4,167	New	+$1.33M	0.01%	912
2020 Q3	–	Sell	-331	Closed	-$65K	–	1810
2020 Q2	$65K	Buy	+331	New	+$62.3K	﹤0.01%	1946
2016 Q1	–	Sell	-26,820	Closed	-$1.15M	–	1043
2015 Q4	$1.15M	Sell	26,820 -2,901	-10%	-$134K	0.06%	349
2015 Q3	$1.52M	Buy	29,721 +1,047	+4%	+$55.9K	0.08%	269
2015 Q2	$1.47M	Buy	28,674 +7,132	+33%	+$381K	0.07%	290
2015 Q1	$1.28M	Buy	+21,542	New	+$1.16M	0.07%	295

Other funds holding BURL

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Private Advisor Group's BURL Position: Q3 2026 in Review

Private Advisor Group opened a new position in Burlington (BURL) in Q3 2026: 872 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #2769 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in BURL as recently as Q4 2021.

Private Advisor Group first reported a position in BURL in Q1 2015 and has held it in 9 quarters since. The position peaked at $1.52M in Q3 2015. 478 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

Private Advisor Group held 872 shares of Burlington worth $233K as of Q3 2026.
Burlington was a new Private Advisor Group position in Q3 2026.
Burlington made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #2769 holding.
Private Advisor Group first reported a position in Burlington in Q1 2015 and has held it in 9 quarters since.
Private Advisor Group's Burlington position peaked at $1.52M in Q3 2015.
478 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.