Rockefeller Capital Management
BURL icon

Rockefeller Capital Management’s Burlington BURL Stock Holding History

Rockefeller Capital 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 		$1.44M Buy
4,414
+541
+14% +$166K ﹤0.01% 1443
2025
Q4 		$1.12M Buy
3,873
+1,309
+51% +$355K ﹤0.01% 1512
2025
Q3 		$653K Buy
+2,564
New +$696K ﹤0.01% 1635
2024
Q2 		– Sell
-21,096
Closed -$4.9M – 1643
2024
Q1 		$4.9M Sell
21,096
-11,149
-35% -$2.27M 0.01% 697
2023
Q4 		$6.27M Buy
32,245
+106
+0.3% +$15.8K 0.02% 581
2023
Q3 		$4.35M Buy
+32,139
New +$5.16M 0.02% 607
2023
Q2 		– Sell
-2,959
Closed -$597K – 1837
2023
Q1 		$597K Buy
2,959
+1,702
+135% +$372K ﹤0.01% 1276
2022
Q4 		$254K Sell
1,257
-359
-22% -$57.3K ﹤0.01% 1556
2022
Q3 		$180K Buy
1,616
+71
+5% +$10.3K ﹤0.01% 1695
2022
Q2 		$210K Buy
1,545
+533
+53% +$96.5K ﹤0.01% 1617
2022
Q1 		$184K Buy
1,012
+256
+34% +$56.1K ﹤0.01% 1724
2021
Q4 		$220K Buy
756
+2
+0.3% +$562 ﹤0.01% 1607
2021
Q3 		$213K Sell
754
-3
-0.4% -$959 ﹤0.01% 1564
2021
Q2 		$242K Buy
757
+553
+271% +$176K ﹤0.01% 1440
2021
Q1 		$60K Buy
204
+107
+110% +$29.1K ﹤0.01% 1806
2020
Q4 		$25K Buy
97
+21
+28% +$4.68K ﹤0.01% 1911
2020
Q3 		$15K Buy
76
+25
+49% +$4.87K ﹤0.01% 1875
2020
Q2 		$10K Sell
51
-7,791
-99% -$1.47M ﹤0.01% 1889
2020
Q1 		$1.24M Sell
7,842
-1,422
-15% -$299K 0.02% 434
2019
Q4 		$2.11M Sell
9,264
-6,255
-40% -$1.31M 0.03% 337
2019
Q3 		$3.1M Sell
15,519
-1,011
-6% -$186K 0.04% 239
2019
Q2 		$2.81M Sell
16,530
-4,082
-20% -$667K 0.04% 212
2019
Q1 		$3.23M Sell
20,612
-2,079
-9% -$335K 0.05% 199
2018
Q4 		$3.69M Sell
22,691
-11,431
-34% -$1.85M 0.06% 146
2018
Q3 		$5.56M Sell
34,122
-6,176
-15% -$985K 0.08% 121
2018
Q2 		$6.07M Sell
40,298
-1,384
-3% -$197K 0.1% 121
2018
Q1 		$5.55M Buy
+41,682
New +$5.15M 0.09% 125

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

Rockefeller Capital Management's BURL Position: Q1 2026 in Review

Rockefeller Capital Management increased its Burlington (BURL) stake by 14% in Q1 2026, buying an estimated $166K and bringing the position to 4,414 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

Rockefeller Capital Management first reported a position in BURL in Q1 2018 and has held it in 27 quarters since. The position peaked at $6.27M in Q4 2023. 624 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

  • Rockefeller Capital Management held 4,414 shares of Burlington worth $1.44M as of Q1 2026.
  • Rockefeller Capital Management bought 541 Burlington shares in Q1 2026, an estimated $166K.
  • Burlington made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1443 holding.
  • Rockefeller Capital Management first reported a position in Burlington in Q1 2018 and has held it in 27 quarters since.
  • Rockefeller Capital Management's Burlington position peaked at $6.27M in Q4 2023.
  • 624 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.