Waverly Advisors, LLC

Position in BURL — Burlington Stores, Inc.

CIK 1568787 BIRMINGHAM, AL

Position in BURL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$9,293,961

-$828,285 QoQ

Shares Held

29,337

-5.7% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#146

of 653 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Waverly Advisors, LLC holds $20,700,957 across 4 Apparel Retail names. BURL ranks #2 (44.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	65,783	$9,966,124
2	BURL	Burlington Stores, Inc. This page	29,337	$9,293,961
3	ROST	Ross Stores, Inc.	5,722	$1,217,927
4	GAP	Gap Inc	11,935	$222,945

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,293,961	29,337	-5.7%	Shares	Sole	2026-08-14
2026-03-31	$10,122,246	31,109	+3.0%	Shares	Sole	2026-05-15
2025-12-31	$8,722,981	30,199	+1.0%	Shares	Sole	2026-02-17
2025-09-30	$7,610,059	29,902	+2.8%	Shares	Sole	2025-11-14
2025-06-30	$6,763,775	29,074	+5.6%	Shares	Sole	2025-08-14
2025-03-31	$6,559,079	27,521	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.