Planning Strategies Inc.’s Burlington BURL Stock Holding History

Planning Strategies Inc.’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	$317	Buy	+1	New	+$322	﹤0.01%	938

Other funds holding BURL

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Planning Strategies Inc.'s BURL Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Burlington (BURL) in Q2 2026: 1 share worth $317. The stake represents ﹤0.01% of the portfolio and ranks #938 among its holdings.

152 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Planning Strategies Inc. held 1 share of Burlington worth $317 as of Q2 2026.
Burlington was a new Planning Strategies Inc. position in Q2 2026.
Burlington made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #938 holding.
152 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.