UB
BURL icon

UMB Bank’s Burlington BURL Stock Holding History

UMB Bank’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 		$248K Sell
782
-4
-0.5% -$1.29K ﹤0.01% 672
2026
Q1 		$256K Buy
786
+32
+4% +$9.8K ﹤0.01% 625
2025
Q4 		$218K Buy
754
+103
+16% +$27.9K ﹤0.01% 659
2025
Q3 		$166K Buy
651
+73
+13% +$19.8K ﹤0.01% 674
2025
Q2 		$134K Sell
578
-27
-4% -$6.42K ﹤0.01% 719
2025
Q1 		$144K Buy
605
+310
+105% +$80.3K ﹤0.01% 650
2024
Q4 		$84.1K Buy
295
+118
+67% +$31.9K ﹤0.01% 745
2024
Q3 		$46.6K Buy
177
+141
+392% +$36.5K ﹤0.01% 897
2024
Q2 		$8.64K Buy
36
+19
+112% +$3.91K ﹤0.01% 1297
2024
Q1 		$3.95K Buy
+17
New +$3.47K ﹤0.01% 1413
2022
Q3 		– Sell
-6
Closed -$1K – 1774
2022
Q2 		$1K Hold
6
– – ﹤0.01% 1806
2022
Q1 		$1K Hold
6
– – ﹤0.01% 1889
2021
Q4 		$2K Buy
+6
New +$1.69K ﹤0.01% 1783

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

UMB Bank's BURL Position: Q2 2026 in Review

UMB Bank reduced its Burlington (BURL) stake by 0.51% in Q2 2026, selling an estimated $1.29K and leaving 782 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

UMB Bank first reported a position in BURL in Q4 2021 and has held it in 13 quarters since. The position peaked at $256K in Q1 2026. 653 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • UMB Bank held 782 shares of Burlington worth $248K as of Q2 2026.
  • UMB Bank sold 4 Burlington shares in Q2 2026, an estimated $1.29K.
  • Burlington made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #672 holding.
  • UMB Bank first reported a position in Burlington in Q4 2021 and has held it in 13 quarters since.
  • UMB Bank's Burlington position peaked at $256K in Q1 2026.
  • 653 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.