WADDELL & ASSOCIATES, LLC

Position in BURL — Burlington Stores, Inc.

CIK 1776757 MEMPHIS, TN

Position in BURL

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$839,520

-$59,504 QoQ

Shares Held

2,650

-4.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#364

of 650 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

WADDELL & ASSOCIATES, LLC holds $3,802,053 across 4 Apparel Retail names. BURL ranks #3 (22.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	9,929	$1,504,243
2	ROST	Ross Stores, Inc.	5,168	$1,100,008
3	BURL	Burlington Stores, Inc. This page	2,650	$839,520
4	GAP	Gap Inc	19,180	$358,282

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$839,520	2,650	-4.1%	Shares	Sole	2026-07-15
2026-03-31	$899,024	2,763	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.