Action Point Financial Planning’s Burford Capital BUR Stock Holding History

Action Point Financial Planning’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 Q2	$418	Buy	+102	New	+$466	﹤0.01%	2650

Other funds holding BUR

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Action Point Financial Planning's BUR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Burford Capital (BUR) in Q2 2026: 102 shares worth $418. The stake represents ﹤0.01% of the portfolio and ranks #2650 among its holdings.

233 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

Action Point Financial Planning held 102 shares of Burford Capital worth $418 as of Q2 2026.
Burford Capital was a new Action Point Financial Planning position in Q2 2026.
Burford Capital made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2650 holding.
233 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.