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Rakuten Investment Management’s Burlington BURL Stock Holding History

Rakuten Investment Management’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
Q1 		– Sell
-2,670
Closed -$766K – 513
2025
Q4 		$766K Sell
2,670
-19,387
-88% -$5.26M ﹤0.01% 533
2025
Q3 		$597K Buy
+22,057
New +$5.99M ﹤0.01% 539
2025
Q1 		$416K Buy
+1,752
New +$454K ﹤0.01% 594
2024
Q3 		$310K Buy
1,168
+281
+32% +$72.7K ﹤0.01% 466
2024
Q2 		$211K Buy
887
+329
+59% +$67.7K ﹤0.01% 463
2024
Q1 		$130K Buy
558
+511
+1,087% +$104K ﹤0.01% 463
2023
Q4 		$9.26K Buy
+47
New +$7.01K ﹤0.01% 485

Other funds holding BURL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rakuten Investment Management's BURL Position: Q1 2026 in Review

Rakuten Investment Management sold out of Burlington (BURL) in Q1 2026, closing a stake of 2,670 shares — an estimated $766K sold.

Rakuten Investment Management first reported a position in BURL in Q4 2023 and held it in 7 quarters. The position peaked at $766K in Q4 2025. 625 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

  • Rakuten Investment Management reported no remaining Burlington position as of Q1 2026 after selling out during the quarter.
  • Rakuten Investment Management sold 2,670 Burlington shares in Q1 2026, an estimated $766K.
  • Rakuten Investment Management first reported a position in Burlington in Q4 2023 and held it in 7 quarters.
  • Rakuten Investment Management's Burlington position peaked at $766K in Q4 2025.
  • 625 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.