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Wilmington Savings Fund Society’s Burlington BURL Stock Holding History

Wilmington Savings Fund Society’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 		$69.1K Hold
218
– – ﹤0.01% 829
2026
Q1 		$70.9K Hold
218
– – ﹤0.01% 813
2025
Q4 		$63K Buy
218
+66
+43% +$17.9K ﹤0.01% 844
2025
Q3 		$38.7K Sell
152
-52
-25% -$14.1K ﹤0.01% 933
2025
Q2 		$47.5K Buy
204
+5
+3% +$1.19K ﹤0.01% 1245
2025
Q1 		$47.4K Sell
199
-8
-4% -$2.07K ﹤0.01% 1222
2024
Q4 		$59K Sell
207
-8
-4% -$2.16K ﹤0.01% 1194
2024
Q3 		$56.6K Buy
+215
New +$55.6K ﹤0.01% 1183
2020
Q1 		– Sell
-1,024
Closed -$234K – 352
2019
Q4 		$234K Sell
1,024
-18
-2% -$3.76K 0.01% 318
2019
Q3 		$208K Buy
+1,042
New +$192K 0.01% 319

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

Wilmington Savings Fund Society's BURL Position: Q2 2026 in Review

Wilmington Savings Fund Society held its Burlington (BURL) position steady in Q2 2026 at 218 shares worth $69.1K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Wilmington Savings Fund Society first reported a position in BURL in Q3 2019 and has held it in 10 quarters since. The position peaked at $234K in Q4 2019. 650 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Wilmington Savings Fund Society held 218 shares of Burlington worth $69.1K as of Q2 2026.
  • Wilmington Savings Fund Society left its Burlington share count unchanged in Q2 2026.
  • Burlington made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #829 holding.
  • Wilmington Savings Fund Society first reported a position in Burlington in Q3 2019 and has held it in 10 quarters since.
  • Wilmington Savings Fund Society's Burlington position peaked at $234K in Q4 2019.
  • 650 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.