RWM
BURL icon

Rialto Wealth Management’s Burlington BURL Stock Holding History

Rialto Wealth 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
Q2 		$2.85K Buy
9
+4
+80% +$1.29K ﹤0.01% 979
2026
Q1 		$1.63K Buy
5
+1
+25% +$306 ﹤0.01% 939
2025
Q4 		$1.16K Buy
4
+2
+100% +$543 ﹤0.01% 944
2025
Q3 		$509 Hold
2
– – ﹤0.01% 1230
2025
Q2 		$466 Buy
+2
New +$475 ﹤0.01% 1192

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

Rialto Wealth Management's BURL Position: Q2 2026 in Review

Rialto Wealth Management increased its Burlington (BURL) stake by 80% in Q2 2026, buying an estimated $1.29K and bringing the position to 9 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Rialto Wealth Management first reported a position in BURL in Q2 2025 and has held it in 5 quarters since. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Rialto Wealth Management held 9 shares of Burlington worth $2.85K as of Q2 2026.
  • Rialto Wealth Management bought 4 Burlington shares in Q2 2026, an estimated $1.29K.
  • Burlington made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #979 holding.
  • Rialto Wealth Management first reported a position in Burlington in Q2 2025 and has held it in 5 quarters since.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.