Superior Planning, LLC’s Burford Capital BUR Stock Holding History

Superior Planning, LLC’s Portfolio BUR Stock Details BUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$580	Buy	+148	New	+$621	﹤0.01%	1859

Other funds holding BUR

Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

DG Capital Management New York $451M AUM 20.71% 1-Year Est. Return

Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $191M AUM 21.14% 1-Year Est. Return

Superior Planning, LLC's BUR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Burford Capital (BUR) in Q3 2026: 148 shares worth $580. The stake represents ﹤0.01% of the portfolio and ranks #1859 among its holdings.

135 funds tracked by Wall St. Rank hold BUR as of Q3 2026.

Superior Planning, LLC held 148 shares of Burford Capital worth $580 as of Q3 2026.
Burford Capital was a new Superior Planning, LLC position in Q3 2026.
Burford Capital made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1859 holding.
135 funds tracked by Wall St. Rank held Burford Capital as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.