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Wedmont Private Capital’s Burlington BURL Stock Holding History

Wedmont Private Capital’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 		$1.01M Sell
3,072
-81
-3% -$26.1K 0.03% 352
2026
Q1 		$1.05M Buy
3,153
+290
+10% +$88.8K 0.03% 302
2025
Q4 		$887K Buy
2,863
+615
+27% +$167K 0.03% 321
2025
Q3 		$584K Buy
2,248
+269
+14% +$73.1K 0.02% 414
2025
Q2 		$501K Buy
1,979
+25
+1% +$5.94K 0.02% 432
2025
Q1 		$471K Sell
1,954
-789
-29% -$204K 0.02% 399
2024
Q4 		$787K Buy
2,743
+1,141
+71% +$308K 0.04% 277
2024
Q3 		$397K Buy
1,602
+143
+10% +$37K 0.02% 431
2024
Q2 		$368K Buy
1,459
+221
+18% +$45.5K 0.02% 427
2024
Q1 		$247K Buy
+1,238
New +$253K 0.02% 501

Other funds holding BURL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Wedmont Private Capital's BURL Position: Q2 2026 in Review

Wedmont Private Capital reduced its Burlington (BURL) stake by 2.6% in Q2 2026, selling an estimated $26.1K and leaving 3,072 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #352.

Wedmont Private Capital first reported a position in BURL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.05M in Q1 2026. 294 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Wedmont Private Capital held 3,072 shares of Burlington worth $1.01M as of Q2 2026.
  • Wedmont Private Capital sold 81 Burlington shares in Q2 2026, an estimated $26.1K.
  • Burlington made up 0.03% of Wedmont Private Capital's portfolio in Q2 2026, its #352 holding.
  • Wedmont Private Capital first reported a position in Burlington in Q1 2024 and has held it in 10 quarters since.
  • Wedmont Private Capital's Burlington position peaked at $1.05M in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.