Burlington Stores, Inc.
MX ˙ BMV ˙ US1220171060
SecurityMX:BURL / Burlington Stores, Inc.
InstitutionUmb Bank N A/mo
Latest Disclosed Ownership786 shares
Latest Disclosed Value $ 255,749
Umb Bank N A/mo reports 4.24% increase in ownership of BURL / Burlington Stores, Inc.

On May 11, 2026 - Umb Bank N A/mo filed a 13F-HR form disclosing ownership of 786 shares of Burlington Stores, Inc. (MX:BURL) valued at $255,749 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 754 shares of Burlington Stores, Inc.. This represents a change in shares of 4.24% 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.

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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)
2026-05-11 2026-03-31 13F BURLINGTON STORES COM 122017106 786 32 4.24 256 17.51 0.0032
2026-02-13 2025-12-31 13F BURLINGTON STORES COM 122017106 754 103 15.82 218 31.52 0.0029
2025-11-04 2025-09-30 13F BURLINGTON STORES COM 122017106 651 73 12.63 166 23.13 0.0024
2025-07-11 2025-06-30 13F/A-01 BURLINGTON STORES COM 122017106 578 -27 -4.46 134 -6.94 0.0021
2025-07-10 2025-06-30 13F BURLINGTON STORES COM 122017106 605 0 144 0.0021
2025-04-14 2025-03-31 13F BURLINGTON STORES COM 122017106 605 310 105.08 144 71.43 0.0024
2025-01-16 2024-12-31 13F Burlington Stores COM 122017106 295 118 66.67 84 82.61 0.0013
2024-10-09 2024-09-30 13F Burlington Stores COM 122017106 177 141 391.67 47 475.00 0.0007
2024-07-29 2024-06-30 13F Burlington Stores COM 122017106 36 19 111.76 9 166.67 0.0001
2024-04-26 2024-03-31 13F Burlington Stores COM 122017106 17 17 4 0.0001
2022-10-13 2022-09-30 13F Burlington Stores COM 122017106 0 -6 -100.00 0 -100.00
2022-07-20 2022-06-30 13F Burlington Stores COM 122017106 6 0 0.00 1 0.00 0.0000
2022-04-22 2022-03-31 13F Burlington Stores COM 122017106 6 0 0.00 1 -50.00 0.0000
2022-02-09 2021-12-31 13F Burlington Stores COM 122017106 6 6 2 0.0000
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.