Position in BURL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,851
+$248 QoQ
Shares Held
9
+12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#607
of 650 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BURL Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Bell Investment Advisors, Inc holds $222,334 across 10 Apparel Retail names. BURL ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
746 | $113,019 | |
| 2 | VSXY |
Victoria's Secret & Co.
|
595 | $49,670 | |
| 3 | ROST |
Ross Stores, Inc.
|
200 | $42,570 | |
| 4 | GAP |
Gap Inc
|
201 | $3,754 | |
| 5 | AEO |
American Eagle Outfitters Inc
|
173 | $2,975 | |
| 6 | BOOT |
Boot Barn Holdings, Inc.
|
18 | $2,956 | |
| 7 | BURL |
Burlington Stores, Inc.
This page
|
9 | $2,851 | |
| 8 | LULU |
lululemon athletica inc.
|
17 | $1,941 |
All Filings in BURL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,851 | 9 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,603 | 8 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,310 | 8 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $2,036 | 8 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $1,861 | 8 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,906 | 8 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $2,280 | 8 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,107 | 8 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,920 | 8 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,857 | 8 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,555 | 8 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,488 | 11 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,731 | 11 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,233 | 16 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,244 | 16 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,902 | 17 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,315 | 17 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $3,206 | 11 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,686 | 13 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||