SYM Financial Corp’s Burlington BURL Stock Holding History

SYM Financial Corp’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	$286K	Buy	904 +166	+22%	+$53.5K	0.02%	271
2026 Q1	$240K	Buy	+738	New	+$226K	0.02%	273

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

SYM Financial Corp's BURL Position: Q2 2026 in Review

SYM Financial Corp increased its Burlington (BURL) stake by 22% in Q2 2026, buying an estimated $53.5K and bringing the position to 904 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #271.

SYM Financial Corp first reported a position in BURL in Q1 2026 and has held it in 2 quarters since. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

SYM Financial Corp held 904 shares of Burlington worth $286K as of Q2 2026.
SYM Financial Corp bought 166 Burlington shares in Q2 2026, an estimated $53.5K.
Burlington made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #271 holding.
SYM Financial Corp first reported a position in Burlington in Q1 2026 and has held it in 2 quarters since.
654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.