EP Wealth Advisors, LLC

Position in BURL — Burlington Stores, Inc.

CIK 1540569 TORRANCE, CA

Position in BURL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$241,084

-$75,185 QoQ

Shares Held

761

-21.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#506

of 653 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Consumer Cyclical · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $56,394,515 across 4 Apparel Retail names. BURL ranks #3 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	355,297	$53,827,495
2	ROST	Ross Stores, Inc.	9,925	$2,112,536
3	BURL	Burlington Stores, Inc. This page	761	$241,084
4	GAP	Gap Inc	11,424	$213,400

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$241,084	761	-21.7%	Shares	Sole	2026-08-12
2026-03-31	$316,269	972	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.