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Sunbelt Securities’s Burlington BURL Stock Holding History

Sunbelt Securities’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 		$4.55K Buy
14
+6
+75% +$1.84K ﹤0.01% 1712
2025
Q4 		$2.31K Buy
8
+4
+100% +$1.08K ﹤0.01% 1846
2025
Q3 		$1.02K Buy
+4
New +$1.09K ﹤0.01% 2043
2022
Q3 		– Sell
-5,400
Closed -$736K – 431
2022
Q2 		$736K Buy
+5,400
New +$977K 0.16% 170

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Sunbelt Securities's BURL Position: Q1 2026 in Review

Sunbelt Securities increased its Burlington (BURL) stake by 75% in Q1 2026, buying an estimated $1.84K and bringing the position to 14 shares worth $4.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Sunbelt Securities first reported a position in BURL in Q2 2022 and has held it in 4 quarters since. The position peaked at $736K in Q2 2022. 628 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

  • Sunbelt Securities held 14 shares of Burlington worth $4.55K as of Q1 2026.
  • Sunbelt Securities bought 6 Burlington shares in Q1 2026, an estimated $1.84K.
  • Burlington made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1712 holding.
  • Sunbelt Securities first reported a position in Burlington in Q2 2022 and has held it in 4 quarters since.
  • Sunbelt Securities's Burlington position peaked at $736K in Q2 2022.
  • 628 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.