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Transamerica Financial Advisors’s Burlington BURL Stock Holding History

Transamerica Financial 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 		$633 Sell
2
-1
-33% -$322 ﹤0.01% 1622
2026
Q1 		$976 Buy
3
+1
+50% +$306 ﹤0.01% 1345
2025
Q4 		$578 Buy
2
+1
+100% +$271 ﹤0.01% 1343
2025
Q3 		$254 Buy
+1
New +$272 ﹤0.01% 1412

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

Transamerica Financial Advisors's BURL Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Burlington (BURL) stake by 33% in Q2 2026, selling an estimated $322 and leaving 2 shares worth $633. The position accounts for ﹤0.01% of the portfolio, ranked #1622.

Transamerica Financial Advisors first reported a position in BURL in Q3 2025 and has held it in 4 quarters since. The position peaked at $976 in Q1 2026. 652 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Transamerica Financial Advisors held 2 shares of Burlington worth $633 as of Q2 2026.
  • Transamerica Financial Advisors sold 1 Burlington share in Q2 2026, an estimated $322.
  • Burlington made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1622 holding.
  • Transamerica Financial Advisors first reported a position in Burlington in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Burlington position peaked at $976 in Q1 2026.
  • 652 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.