STEPHENS INC /AR/

Position in BURL — Burlington Stores, Inc.

CIK 757657 LITTLE ROCK, AR

Position in BURL

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$239,500

-$28,938 QoQ

Shares Held

756

-8.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#506

of 650 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Consumer Cyclical · as of Jun 30, 2026

STEPHENS INC /AR/ holds $5,543,920 across 3 Apparel Retail names. BURL ranks #3 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	32,266	$4,888,299
2	ROST	Ross Stores, Inc.	1,955	$416,121
3	BURL	Burlington Stores, Inc. This page	756	$239,500

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$239,500	756	-8.4%	Shares	Defined	2026-07-29
2026-03-31	$268,438	825	-2.1%	Shares	Defined	2026-04-28
2025-12-31	$243,500	843	+5.6%	Shares	Defined	2026-02-05
2025-09-30	$203,091	798	-5.5%	Shares	Defined	2025-10-27
2025-03-31	$201,150	844	-28.0%	Shares	Defined	2025-05-01
2024-12-31	$334,090	1,172	+1.6%	Shares	Defined	2025-01-28
2024-09-30	$303,792	1,153	+1.7%	Shares	Defined	2024-10-28
2024-06-30	$272,160	1,134	-9.4%	Shares	Defined	2024-08-06
2024-03-31	$290,701	1,252	+1.0%	Shares	Defined	2024-05-15
2023-12-31	$240,960	1,239	-10.3%	Shares	Defined	2024-02-13
2023-09-30	$186,849	1,381	+13.4%	Shares	Defined	2023-11-14
2023-06-30	$191,701	1,218	+0.5%	Shares	Defined	2023-08-14
2023-03-31	$244,945	1,212	+5.1%	Shares	Defined	2023-05-15
2022-12-31	$233,782	1,153	+24.4%	Shares	Defined	2023-02-14
2022-09-30	$103,722	927	-15.8%	Shares	Defined	2022-11-02
2022-06-30	$149,989	1,101	-4.0%	Shares	Defined	2022-08-03
2022-03-31	$208,948	1,147	+18.1%	Shares	Defined	2022-05-04
2021-12-31	$283,056	971	+9.6%	Shares	Defined	2022-03-07
2021-09-30	$251,243	886	+6.2%	Shares	Defined	2021-10-27
2021-06-30	$268,539	834	-9.1%	Shares	Defined	2021-08-12
2021-03-31	$273,999	917	+22.6%	Shares	Defined	2021-05-14
2020-12-31	$195,639	748	+6.1%	Shares	Defined	2021-02-10
2020-09-30	$145,293	705	+15.8%	Shares	Defined	2020-11-13
2020-06-30	$119,930	609	-17.5%	Shares	Defined	2020-08-24
2020-03-31	$116,943	738	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.