Burlington Stores, Inc.
MX ˙ BMV ˙ US1220171060
SecurityMX:BURL / Burlington Stores, Inc.
InstitutionSequoia Financial Advisors, LLC
Latest Disclosed Ownership3,949 shares
Latest Disclosed Value $ 1,284,819
Sequoia Financial Advisors, LLC reports 10.52% increase in ownership of BURL / Burlington Stores, Inc.

On April 30, 2026 - Sequoia Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 3,949 shares of Burlington Stores, Inc. (MX:BURL) valued at $1,284,819 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 3,573 shares of Burlington Stores, Inc.. This represents a change in shares of 10.52% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-30 2026-03-31 13F BURLINGTON STORES COM 122017106 3,949 376 10.52 1,285 24.54 0.0072
2026-02-03 2025-12-31 13F BURLINGTON STORES COM 122017106 3,573 950 36.22 1,032 54.57 0.0058
2025-10-29 2025-09-30 13F BURLINGTON STORES COM 122017106 2,623 -3 -0.11 667 9.34 0.0041
2025-07-25 2025-06-30 13F BURLINGTON STORES COM 122017106 2,626 -19 -0.72 611 -3.17 0.0042
2025-04-23 2025-03-31 13F BURLINGTON STORES COM 122017106 2,645 488 22.62 630 2.61 0.0049
2025-08-08 2024-12-31 13F/A-1 BURLINGTON STORES COM 122017106 2,157 -505 -18.97 615 -12.41 0.0059
2025-02-07 2024-12-31 13F BURLINGTON STORES COM 122017106 2,157 -505 615 0.0059
2024-10-21 2024-09-30 13F BURLINGTON STORES COM 122017106 2,662 39 1.49 701 11.45 0.0075
2024-07-15 2024-06-30 13F BURLINGTON STORES COM 122017106 2,623 71 2.78 630 6.25 0.0076
2024-04-30 2024-03-31 13F BURLINGTON STORES COM 122017106 2,552 21 0.83 593 20.33 0.0074
2024-01-26 2023-12-31 13F BURLINGTON STORES COM 122017106 2,531 214 9.24 492 57.19 0.0061
2023-11-08 2023-09-30 13F BURLINGTON STORES COM 122017106 2,317 31 1.36 313 -12.81 0.0055
2023-08-08 2023-06-30 13F BURLINGTON STORES COM 122017106 2,286 2,286 360 0.0062
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.