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Sequoia Financial Advisors’s Burlington BURL Stock Holding History

Sequoia Financial Advisors’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 		$1.29M Buy
4,064
+115
+3% +$37.1K 0.01% 834
2026
Q1 		$1.28M Buy
3,949
+376
+11% +$115K 0.01% 782
2025
Q4 		$1.03M Buy
3,573
+950
+36% +$258K 0.01% 873
2025
Q3 		$667K Sell
2,623
-3
-0.1% -$815 ﹤0.01% 983
2025
Q2 		$611K Sell
2,626
-19
-0.7% -$4.52K ﹤0.01% 905
2025
Q1 		$630K Buy
2,645
+488
+23% +$126K ﹤0.01% 769
2024
Q4 		$615K Sell
2,157
-505
-19% -$136K 0.01% 734
2024
Q3 		$701K Buy
2,662
+39
+1% +$10.1K 0.01% 646
2024
Q2 		$630K Buy
2,623
+71
+3% +$14.6K 0.01% 616
2024
Q1 		$593K Buy
2,552
+21
+0.8% +$4.29K 0.01% 627
2023
Q4 		$492K Buy
2,531
+214
+9% +$31.9K 0.01% 737
2023
Q3 		$313K Buy
2,317
+31
+1% +$4.97K 0.01% 674
2023
Q2 		$360K Buy
+2,286
New +$392K 0.01% 632

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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's BURL Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Burlington (BURL) stake by 2.9% in Q2 2026, buying an estimated $37.1K and bringing the position to 4,064 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #834.

Sequoia Financial Advisors first reported a position in BURL in Q2 2023 and has held it in 13 quarters since. 656 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Sequoia Financial Advisors held 4,064 shares of Burlington worth $1.29M as of Q2 2026.
  • Sequoia Financial Advisors bought 115 Burlington shares in Q2 2026, an estimated $37.1K.
  • Burlington made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #834 holding.
  • Sequoia Financial Advisors first reported a position in Burlington in Q2 2023 and has held it in 13 quarters since.
  • 656 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.