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Summit Trail Advisors’s Burlington BURL Stock Holding History

Summit Trail 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 		$1.13M Buy
3,556
+347
+11% +$112K 0.01% 936
2026
Q1 		$1.04M Sell
3,209
-2,598
-45% -$796K 0.02% 910
2025
Q4 		$1.68M Sell
5,807
-788
-12% -$214K 0.03% 511
2025
Q3 		$1.68M Buy
6,595
+1,479
+29% +$402K 0.02% 539
2025
Q2 		$1.19M Buy
+5,116
New +$1.22M 0.02% 412
2018
Q1 		– Sell
-19
Closed -$2K – 600
2017
Q4 		$2K Buy
+19
New +$1.93K ﹤0.01% 1618

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 Trail Advisors's BURL Position: Q2 2026 in Review

Summit Trail Advisors increased its Burlington (BURL) stake by 11% in Q2 2026, buying an estimated $112K and bringing the position to 3,556 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #936.

Summit Trail Advisors first reported a position in BURL in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.68M in Q3 2025. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Summit Trail Advisors held 3,556 shares of Burlington worth $1.13M as of Q2 2026.
  • Summit Trail Advisors bought 347 Burlington shares in Q2 2026, an estimated $112K.
  • Burlington made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #936 holding.
  • Summit Trail Advisors first reported a position in Burlington in Q4 2017 and has held it in 6 quarters since.
  • Summit Trail Advisors's Burlington position peaked at $1.68M in Q3 2025.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.