Bank of Montreal
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Bank of Montreal’s Burford Capital BUR Stock Holding History

Bank of Montreal’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
Q1 		$6.88B Buy
7,366,851
+587,620
+9% +$5.14M 2.56% 5
2025
Q4 		$6.07B Buy
6,779,231
+1,346,663
+25% +$13.2M 2.1% 9
2025
Q3 		$6.47B Buy
5,432,568
+455,627
+9% +$6.09M 2.48% 5
2025
Q2 		$71.6M Buy
4,976,941
+1,829,585
+58% +$23.9M 0.03% 339
2025
Q1 		$4.15B Buy
3,147,356
+310,592
+11% +$4.36M 2.02% 8
2024
Q4 		$2.51B Sell
2,836,764
-152,685
-5% -$2.05M 1.17% 16
2024
Q3 		$2.82B Sell
2,989,449
-2,763,582
-48% -$36.7M 1.24% 13
2024
Q2 		$5.22B Buy
5,753,031
+4,523,087
+368% +$66.4M 1.51% 8
2024
Q1 		$1.11B Sell
1,229,944
-77,291
-6% -$1.15M 0.34% 40
2023
Q4 		$1.19B Sell
1,307,235
-712,634
-35% -$9.53M 0.36% 36
2023
Q3 		$1.77B Buy
2,019,869
+7,708
+0.4% +$105K 0.61% 23
2023
Q2 		$1.83B Sell
2,012,161
-33,298
-2% -$431K 0.63% 20
2023
Q1 		$1.81B Buy
2,045,459
+1,658,205
+428% +$13.8M 0.72% 16
2022
Q4 		$336M Sell
387,254
-99,220
-20% -$821K 0.15% 99
2022
Q3 		$389K Buy
486,474
+480,993
+8,776% +$4.57M 0.17% 85
2022
Q2 		$5.63K Hold
5,481
– – ﹤0.01% 1348
2022
Q1 		$5.35M Sell
5,481
-696,000
-99% -$6.63M ﹤0.01% 1452
2021
Q4 		$732M Sell
701,481
-3,303,745
-82% -$35.1M 0.39% 54
2021
Q3 		$4.38B Buy
4,005,226
+280,231
+8% +$3.11M 2% 5
2021
Q2 		$41M Buy
3,724,995
+64,890
+2% +$740K 0.02% 581
2021
Q1 		$36.6M Sell
3,660,105
-24,541
-0.7% -$215K 0.02% 498
2020
Q4 		$33.6M Buy
+3,684,646
New +$35.7M 0.02% 529

Other funds holding BUR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BICM
Breach Inlet Capital Management Mt. Pleasant, South Carolina $305M AUM 7.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of Montreal's BUR Position: Q1 2026 in Review

Bank of Montreal increased its Burford Capital (BUR) stake by 8.7% in Q1 2026, buying an estimated $5.14M and bringing the position to 7,366,851 shares worth $6.88B. The position accounts for 2.56% of the portfolio, ranked #5.

Bank of Montreal first reported a position in BUR in Q4 2020 and has held it in 22 quarters since. 227 funds tracked by Wall St. Rank hold BUR as of Q1 2026.

  • Bank of Montreal held 7,366,851 shares of Burford Capital worth $6.88B as of Q1 2026.
  • Bank of Montreal bought 587,620 Burford Capital shares in Q1 2026, an estimated $5.14M.
  • Burford Capital made up 2.56% of Bank of Montreal's portfolio in Q1 2026, its #5 holding.
  • Bank of Montreal first reported a position in Burford Capital in Q4 2020 and has held it in 22 quarters since.
  • 227 funds tracked by Wall St. Rank held Burford Capital as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.