AW
BUR icon

Avion Wealth’s Burford Capital BUR Stock Holding History

Avion Wealth’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 		$1K Hold
400
– – ﹤0.01% 1196
2026
Q1 		$1K Hold
400
– – ﹤0.01% 982
2025
Q4 		$3K Buy
400
+110
+38% +$1.08K ﹤0.01% 760
2025
Q3 		$3K Hold
290
– – ﹤0.01% 726
2025
Q2 		$4K Buy
+290
New +$3.79K ﹤0.01% 654

Other funds holding BUR

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Avion Wealth's BUR Position: Q2 2026 in Review

Avion Wealth held its Burford Capital (BUR) position steady in Q2 2026 at 400 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

Avion Wealth first reported a position in BUR in Q2 2025 and has held it in 5 quarters since. The position peaked at $4K in Q2 2025. 234 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

  • Avion Wealth held 400 shares of Burford Capital worth $1K as of Q2 2026.
  • Avion Wealth left its Burford Capital share count unchanged in Q2 2026.
  • Burford Capital made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1196 holding.
  • Avion Wealth first reported a position in Burford Capital in Q2 2025 and has held it in 5 quarters since.
  • Avion Wealth's Burford Capital position peaked at $4K in Q2 2025.
  • 234 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.