Ballentine Partners, LLC

Position in BURL — Burlington Stores, Inc.

CIK 1374889 Waltham, MA

Position in BURL

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$303,176

-$1,379 QoQ

Shares Held

957

+2.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#473

of 650 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Ballentine Partners, LLC holds $7,784,032 across 3 Apparel Retail names. BURL ranks #3 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	35,412	$5,364,917
2	ROST	Ross Stores, Inc.	9,941	$2,115,939
3	BURL	Burlington Stores, Inc. This page	957	$303,176

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$303,176	957	+2.2%	Shares	Sole	2026-07-17
2026-03-31	$304,555	936	+4.9%	Shares	Other	2026-05-14
2025-12-31	$257,654	892	-11.2%	Shares	Other	2026-02-03
2025-09-30	$255,517	1,004	+1.5%	Shares	Other	2025-11-03
2025-06-30	$230,080	989	—	Shares	Other	2025-07-15
No filing history on record for this holder in this stock.