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
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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return