TPI
BURL icon

Trust Point Inc’s Burlington BURL Stock Holding History

Trust Point Inc’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 		$335K Sell
1,058
-1,243
-54% -$401K 0.03% 314
2026
Q1 		$749K Sell
2,301
-136
-6% -$41.7K 0.07% 164
2025
Q4 		$704K Sell
2,437
-14
-0.6% -$3.8K 0.06% 167
2025
Q3 		$624K Buy
2,451
+208
+9% +$56.5K 0.05% 181
2025
Q2 		$522K Sell
2,243
-914
-29% -$217K 0.05% 183
2025
Q1 		$752K Sell
3,157
-304
-9% -$78.8K 0.07% 151
2024
Q4 		$987K Buy
+3,461
New +$935K 0.07% 160

Other funds holding BURL

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Trust Point Inc's BURL Position: Q2 2026 in Review

Trust Point Inc reduced its Burlington (BURL) stake by 54% in Q2 2026, selling an estimated $401K and leaving 1,058 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #314.

Trust Point Inc first reported a position in BURL in Q4 2024 and has held it in 7 quarters since. The position peaked at $987K in Q4 2024. 84 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Trust Point Inc held 1,058 shares of Burlington worth $335K as of Q2 2026.
  • Trust Point Inc sold 1,243 Burlington shares in Q2 2026, an estimated $401K.
  • Burlington made up 0.03% of Trust Point Inc's portfolio in Q2 2026, its #314 holding.
  • Trust Point Inc first reported a position in Burlington in Q4 2024 and has held it in 7 quarters since.
  • Trust Point Inc's Burlington position peaked at $987K in Q4 2024.
  • 84 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.