SRH Advisors’s Burlington BURL Stock Holding History

SRH 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	$90.3K	Hold	285	–	–	0.02%	113
2026 Q1	$92.7K	Buy	+285	New	+$87.3K	0.03%	106

Other funds holding BURL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SRH Advisors's BURL Position: Q2 2026 in Review

SRH Advisors held its Burlington (BURL) position steady in Q2 2026 at 285 shares worth $90.3K. The position accounts for 0.02% of the portfolio, ranked #113.

SRH Advisors first reported a position in BURL in Q1 2026 and has held it in 2 quarters since. The position peaked at $92.7K in Q1 2026. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

SRH Advisors held 285 shares of Burlington worth $90.3K as of Q2 2026.
SRH Advisors left its Burlington share count unchanged in Q2 2026.
Burlington made up 0.02% of SRH Advisors's portfolio in Q2 2026, its #113 holding.
SRH Advisors first reported a position in Burlington in Q1 2026 and has held it in 2 quarters since.
SRH Advisors's Burlington position peaked at $92.7K in Q1 2026.
654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.