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
Q2 		$4.91B Sell
5,240,892
-2,125,959
-29% -$9.71M 1.62% 9
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 		$389M Buy
486,474
+480,993
+8,776% +$4.57M 0.17% 85
2022
Q2 		$5.63M 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

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of Montreal's BUR Position: Q2 2026 in Review

Bank of Montreal reduced its Burford Capital (BUR) stake by 29% in Q2 2026, selling an estimated $9.71M and leaving 5,240,892 shares worth $4.91B. The position accounts for 1.62% of the portfolio, ranked #9.

Bank of Montreal first reported a position in BUR in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.88B in Q1 2026. 234 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

  • Bank of Montreal held 5,240,892 shares of Burford Capital worth $4.91B as of Q2 2026.
  • Bank of Montreal sold 2,125,959 Burford Capital shares in Q2 2026, an estimated $9.71M.
  • Burford Capital made up 1.62% of Bank of Montreal's portfolio in Q2 2026, its #9 holding.
  • Bank of Montreal first reported a position in Burford Capital in Q4 2020 and has held it in 23 quarters since.
  • Bank of Montreal's Burford Capital position peaked at $6.88B in Q1 2026.
  • 234 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.