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Summit Financial’s Burlington BURL Stock Holding History

Summit Financial’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 		$250K Sell
790
-93
-11% -$30K ﹤0.01% 1413
2026
Q1 		$287K Sell
883
-130
-13% -$39.8K ﹤0.01% 1211
2025
Q4 		$293K Sell
1,013
-91
-8% -$24.7K ﹤0.01% 1095
2025
Q3 		$281K Sell
1,104
-65
-6% -$17.7K ﹤0.01% 1083
2025
Q2 		$272K Buy
1,169
+118
+11% +$28K 0.01% 711
2025
Q1 		$250K Sell
1,051
-59
-5% -$15.3K 0.01% 649
2024
Q4 		$316K Buy
+1,110
New +$300K 0.01% 527

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

Summit Financial's BURL Position: Q2 2026 in Review

Summit Financial reduced its Burlington (BURL) stake by 11% in Q2 2026, selling an estimated $30K and leaving 790 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Summit Financial first reported a position in BURL in Q4 2024 and has held it in 7 quarters since. The position peaked at $316K in Q4 2024. 653 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Summit Financial held 790 shares of Burlington worth $250K as of Q2 2026.
  • Summit Financial sold 93 Burlington shares in Q2 2026, an estimated $30K.
  • Burlington made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1413 holding.
  • Summit Financial first reported a position in Burlington in Q4 2024 and has held it in 7 quarters since.
  • Summit Financial's Burlington position peaked at $316K in Q4 2024.
  • 653 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.