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Whittier Trust’s Burlington BURL Stock Holding History

Whittier Trust’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 		$17.8K Hold
57
– – ﹤0.01% 1052
2026
Q1 		$19.3K Hold
57
– – ﹤0.01% 1007
2025
Q4 		$17.8K Hold
57
– – ﹤0.01% 1049
2025
Q3 		$14.8K Hold
57
– – ﹤0.01% 1059
2025
Q2 		$13.3K Hold
57
– – ﹤0.01% 1186
2025
Q1 		$13.6K Hold
57
– – ﹤0.01% 1171
2024
Q4 		$16.2K Hold
57
– – ﹤0.01% 1155
2024
Q3 		$15K Hold
57
– – ﹤0.01% 1184
2024
Q2 		$13.7K Buy
+57
New +$11.7K ﹤0.01% 1190
2022
Q2 		– Sell
-44
Closed -$8K – 1691
2022
Q1 		$8K Hold
44
– – ﹤0.01% 1370
2021
Q4 		$13K Hold
44
– – ﹤0.01% 1269
2021
Q3 		$12K Sell
44
-125
-74% -$40K ﹤0.01% 1215
2021
Q2 		$54K Hold
169
– – ﹤0.01% 937
2021
Q1 		$50K Buy
169
+44
+35% +$12K ﹤0.01% 926
2020
Q4 		$33K Buy
+125
New +$27.8K ﹤0.01% 933

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

Whittier Trust's BURL Position: Q2 2026 in Review

Whittier Trust held its Burlington (BURL) position steady in Q2 2026 at 57 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

Whittier Trust first reported a position in BURL in Q4 2020 and has held it in 15 quarters since. The position peaked at $54K in Q2 2021. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Whittier Trust held 57 shares of Burlington worth $17.8K as of Q2 2026.
  • Whittier Trust left its Burlington share count unchanged in Q2 2026.
  • Burlington made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1052 holding.
  • Whittier Trust first reported a position in Burlington in Q4 2020 and has held it in 15 quarters since.
  • Whittier Trust's Burlington position peaked at $54K in Q2 2021.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

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