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Prospera Financial Services’s Burlington BURL Stock Holding History

Prospera Financial 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 		$475K Sell
1,499
-21
-1% -$6.77K 0.01% 1067
2026
Q1 		$495K Sell
1,520
-3,049
-67% -$934K 0.01% 989
2025
Q4 		$1.32M Sell
4,569
-51
-1% -$13.8K 0.02% 597
2025
Q3 		$1.18M Buy
4,620
+92
+2% +$25K 0.02% 622
2025
Q2 		$1.05M Buy
4,528
+3,484
+334% +$828K 0.02% 635
2025
Q1 		$249K Buy
+1,044
New +$271K 0.01% 1056
2022
Q3 		– Sell
-22
Closed -$3K – 933
2022
Q2 		$3K Buy
22
+2
+10% +$362 ﹤0.01% 1504
2022
Q1 		$4K Buy
+20
New +$4.38K ﹤0.01% 2302
2020
Q4 		– Sell
-87
Closed -$18K – 790
2020
Q3 		$18K Buy
+87
New +$16.9K 0.01% 923

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

Prospera Financial Services's BURL Position: Q2 2026 in Review

Prospera Financial Services reduced its Burlington (BURL) stake by 1.4% in Q2 2026, selling an estimated $6.77K and leaving 1,499 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #1067.

Prospera Financial Services first reported a position in BURL in Q3 2020 and has held it in 9 quarters since. The position peaked at $1.32M in Q4 2025. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Prospera Financial Services held 1,499 shares of Burlington worth $475K as of Q2 2026.
  • Prospera Financial Services sold 21 Burlington shares in Q2 2026, an estimated $6.77K.
  • Burlington made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1067 holding.
  • Prospera Financial Services first reported a position in Burlington in Q3 2020 and has held it in 9 quarters since.
  • Prospera Financial Services's Burlington position peaked at $1.32M in Q4 2025.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.