WhitTier Trust Company’s Burlington BURL Stock Holding History

WhitTier Trust Company’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	$4.43K	Hold	14	–	–	﹤0.01%	1190
2026 Q1	$4.73K	Hold	14	–	–	﹤0.01%	1155
2025 Q4	$4.36K	Sell	14 -6	-30%	-$1.63K	﹤0.01%	1090
2025 Q3	$5.18K	Hold	20	–	–	﹤0.01%	1068
2025 Q2	$4.65K	Sell	20 -5	-20%	-$1.19K	﹤0.01%	1217
2025 Q1	$5.96K	Hold	25	–	–	﹤0.01%	1158
2024 Q4	$7.13K	Hold	25	–	–	﹤0.01%	1108
2024 Q3	$6.59K	Hold	25	–	–	﹤0.01%	1090
2024 Q2	$6K	Sell	25 -1	-4%	-$206	﹤0.01%	1050
2024 Q1	$6.04K	Buy	26 +2	+8%	+$408	﹤0.01%	1011
2023 Q4	$4.67K	Sell	24 -1	-4%	-$149	﹤0.01%	1043
2023 Q3	$3.38K	Sell	25 -1	-4%	-$160	﹤0.01%	1035
2023 Q2	$4.09K	Sell	26 -204	-89%	-$35K	﹤0.01%	1046
2023 Q1	$46.5K	Hold	230	–	–	﹤0.01%	675
2022 Q4	$46.6K	Hold	230	–	–	﹤0.01%	680
2022 Q3	$26K	Buy	+230	New	+$33.5K	﹤0.01%	770
2022 Q2	–	Sell	-65	Closed	-$12K	–	1128
2022 Q1	$12K	Hold	65	–	–	﹤0.01%	890
2021 Q4	$19K	Hold	65	–	–	﹤0.01%	814
2021 Q3	$18K	Hold	65	–	–	﹤0.01%	849
2021 Q2	$21K	Hold	65	–	–	﹤0.01%	785
2021 Q1	$19K	Hold	65	–	–	﹤0.01%	783
2020 Q4	$17K	Buy	+65	New	+$14.5K	﹤0.01%	770
2018 Q1	–	Sell	-60	Closed	-$7K	–	1011
2017 Q4	$7K	Hold	60	–	–	﹤0.01%	829
2017 Q3	$6K	Hold	60	–	–	﹤0.01%	835
2017 Q2	$6K	Hold	60	–	–	﹤0.01%	808
2017 Q1	$6K	Hold	60	–	–	﹤0.01%	819
2016 Q4	$5K	Buy	+60	New	+$4.84K	﹤0.01%	845

Other funds holding BURL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WhitTier Trust Company's BURL Position: Q2 2026 in Review

WhitTier Trust Company held its Burlington (BURL) position steady in Q2 2026 at 14 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

WhitTier Trust Company first reported a position in BURL in Q4 2016 and has held it in 27 quarters since. The position peaked at $46.6K in Q4 2022. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

WhitTier Trust Company held 14 shares of Burlington worth $4.43K as of Q2 2026.
WhitTier Trust Company left its Burlington share count unchanged in Q2 2026.
Burlington made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1190 holding.
WhitTier Trust Company first reported a position in Burlington in Q4 2016 and has held it in 27 quarters since.
WhitTier Trust Company's Burlington position peaked at $46.6K in Q4 2022.
654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.